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 Operations team at Modern Wealth Management is responsible for optimizing and streamlining processes to ensure efficient and effective delivery of our comprehensive financial services. This team handles everything from managing client onboarding and service workflows to overseeing internal systems and compliance. Their focus on operational excellence supports the company’s mission to provide clients with confidence, freedom, and time by ensuring a seamless and reliable financial management experience.

Operations

Leadership Team

Client Services Team

Operations

About

Team members

Other teams at Modern Wealth Management

Leadership Team

Client Services Team