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 Leadership Team at Modern Wealth Management is responsible for setting the strategic direction, ensuring operational excellence, and driving the growth of the company. Comprised of top executives and managing directors, they collaborate to streamline processes, foster innovation, build strong client relationships, and navigate regulatory landscapes to deliver exceptional wealth management services. Their collective expertise guides the company in achieving its mission of providing clients with financial confidence, freedom, and more time to enjoy life.

Leadership Team

Client Services Team

Operations

Leadership Team

About

Team members

Other teams at Modern Wealth Management

Client Services Team

Operations