At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.

Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

Banking

Finance

Investment Management

Modern Wealth Management

Dean Barber

Ken Osiwala

Mike Capelle

Gary Roth

J.p. Rankin

Stephen T.

Corine Handlos

Chad Webb

Shad Besikof

Michelle Cannan

Martin James

Kyle James

Jeremiah Johnson

Bud Kasper

Brian Johnson

The Client Services Team at Modern Wealth Management is dedicated to ensuring a seamless experience for our clients by addressing their needs and inquiries with efficiency and expertise. This team manages client relationships, handles account maintenance, assists in financial planning processes, and provides ongoing support to ensure client satisfaction and peace of mind. Their work allows clients to focus on enjoying their lives, confident in the knowledge that their financial well-being is in capable hands.

Client Services Team

Leadership Team

Operations

Client Services Team

About

Team members

Other teams at Modern Wealth Management

Leadership Team

Operations