Experience: Started career in 2009

Education: B.S. Finance

Kyle is committed to ensuring that his clients are holistically cared for and thriving. He feels blessed and fortunate to work with great people and team members.

Kyle lives in the country and is happily married with four children. One of his favorite activities is helping his kids raise pigs, chickens, and turkeys. God, family, and clients are the three most important things in his life. He enjoys an active lifestyle that includes hunting, fishing, golfing, and coaching his children’s sports teams.

When it comes to giving to charitable causes, Kyle is a proud supporter of his church, three different missionaries, and Oakland Family Services.

Experience: Started career in 2005.
Education: Bachelors of Business Management – Purdue University

Carrie joined the team in October 2023 when Martin James Investment & Tax Management became a part of Modern Wealth. She plays a big role within our tax department through internal accounting/bookkeeping, client communications, first and last touch of client tax documents (SurePrep & then E-file), project management, and serving as a technology consultant.

Carrie and her husband, Andy, have two daughters, Lottie and Doria. Their kids’ activities keep them busy, as Lottie plays travel soccer and Doria is on the robotics team (been to World’s twice in Dallas). She loves to vacation at the beach and spends free times with friends and family.

Host of America’s Wealth Management Show and The Guided Retirement Show

Dean Barber is a managing director at Modern Wealth Management. After serving as the CEO and founder of Barber Financial Group, he was thrilled to team up with Modern Wealth co-founders Jason Gordo, Mike Capelle, and Gary Roth in effort to provide a full scope of wealth management services to people nationwide. 

Dean has always  had the goal to help as many people as possible with getting them to and through retirement. He accomplished that and more with the team of CFP® Professionals, CPAs, estate planning specialists, insurance experts, and other professionals he built at Barber Financial Group.  

Under Barber’s leadership, the Barber Financial Group brand became a staple of the financial services industry in the Kansas City area. In 2009, Barber Financial Group took a big step forward Bud Kasper’s Lee’s Summit, Missouri-based team from Kasper Steck Wealth Management came aboard. Kasper and former Osiwala Financial Group President and CEO Ken Osiwala joined Barber as managing directors of Modern Wealth.  

At Barber Financial Group, Barber and his team created The Guided Retirement System, which is a comprehensive financial planning process that begins roughly a decade prior to the client’s desired retirement date and goes through the entirety of their retirement. Gordo, Roth, and Capelle liked what they saw in the Guided Retirement System and Barber Financial Group’s core services. It was an easy decision for them to reach out to Barber and present the opportunity to carry out many of Barber’s ideals on the national level at Modern Wealth.  

Dean enjoys that his work quite literally has a family feel to it at Modern Wealth. His brother, Shane, is an executive advisor, two of his five children, Nic and Cydney, are client service specialists, and his nephew by marriage, Chad Webb, is the vice president of people and operations. One last fun act about Dean is that his career began with Waddell & Reed on October 19, 1987, also known as Black Monday, which marked the worst stock market crash in Wall Street’s history. 

Shane dedicates himself to helping his clients achieve financial independence, allowing them to retire with more confidence that they’re doing the right things with their money, freedom from financial stress, and time to spend doing the things they love. As a father and a grandfather, Shane understands that there are far more important things in his clients’ lives than money, and he works diligently to ensure that they can focus on those things.

Having spent nearly 20 years behind the scenes in the manufacturing industry, he gained a deep and unbiased knowledge of how the real economy works. Because of that experience, he believes that understanding the complex relationship between the economy and the financial markets is paramount in managing risk, providing sound advice and implementing wise solutions. His approach, of building a well-crafted wealth management plan that integrates the four pillars of asset management, tax planning, risk management, and estate planning puts the focus where it should be, on the clients’ best interests.

For Shane, the saying “you only get one life, so you should live it the best way you can” is the driving force behind his work for his clients…helping them to live their lives, the best way they can. Shane holds the Registered Financial Consultant (RFC) designation and has passed his series 7 and 66 exams.

Cydney has a wide range of responsibilities, including answering technology questions, processing deposits and withdrawals, updating any account paperwork, processing charitable donations, and answering client questions.

Before Modern Wealth Management, she worked in service to U.S. veterans who were looking to obtain or increase their disability benefits. Her favorite thing about Modern Wealth is the firm’s community and family feel. She’s thankful that every person in the organization has the clients’ best interest at heart and are always looking on how they can make the client experience better.

Cydney loves going to Table Rock Lake with her family, traveling, hiking, surfing, and reading. She moved to the Pacific Northwest to be able to do my favorite hobbies when she’s not working.

Nic’s job duties range from completing the morning alerts every day to working on client paperwork for Required Minimum Distributions, Roth conversions and model changes, to assisting with servicing the annuity accounts. He really enjoys the small business and family atmosphere that Modern Wealth provides for its staff and clients. It’s rewarding for Nic to help people in a way that helps them feel more secure about their future.

Working at Modern Wealth has shown Nic that it is possible to work hard, do a good job, and have a great work-life balance. He enjoys spending time with loved ones and family, collecting records, cassettes, and movies, going to concerts, bowling, surfing, and working on cars. Nic is an avid heavy metal fan and will take almost any opportunity to see live music.

Experience: Has worked in the RIA space since 1998 

Education: MBA from The Graziadio Business School at Pepperdine University; B.A. Economics from the Eller School of Business at the University of Arizona 

Shad began his career in the RIA space as an advisor at Oppenheimer and Paine Webber (now UBS). He’s held leadership and business development roles at the top-three custodians (Schwab, Fidelity, and BNYM Pershing), where he converted billions in assets from wirehouses, IBDs, and in some cases competing custodians. Shad has served as president and COO at a family offices-funded RIA tuck-in/supported RIA model that later sold to Dynasty in 2023.

Prior to joining forces with the former United Capital executive team, which now makes up Modern Wealth Management’s leadership team, he was head of M&A for a $4.3 billion RIA, where he made acquisitions and ran a team of 20-plus advisors, driving double-digit organic growth.

His primary responsibility as a Modern Wealth Management managing director is to strengthen the firm’s partnership development and drive the firm’s national expansion strategy by acquiring RIA firms across the country.

Nicole Bittner is the head of growth operations at Modern Wealth Management, where she is responsible for managing organic growth channels and delivering qualified prospects to the firm’s advisory teams.

Before joining the Modern Wealth team, Bittner served as the vice president of strategic partnerships and commercial engagement at Goldman Sachs, where she facilitated successful lead generation, client conversion, and pipeline management by overseeing ongoing partnerships for financial advisors.

Bittner earned her MBA from the Southern Methodist University Cox School of Business. She earned her bachelor’s degree in marketing and management from Northeastern University.

Fun Fact

Maria can say the alphabet forwards AND backward.

Experience: Started career in 2004 

Education: Bachelor of Science in Chemical Engineering from Clarkson University 

The focus of Michelle’s career has been working with employer-sponsored retirement plans. She joined Beltz Ianni & Associates (now Modern Wealth Management’s Rochester, New York office) in 2018 and became a partner in 2020. Her career has also included stops at The Kraematon Group, Inc. and Paychex, Inc.  

At Beltz Ianni & Associates, Michelle led the retirement plan consulting team to assist retirement plan sponsors by providing plan design assistance and administrative and compliance support services. She guided clients through annual compliance requirements and plan audits. Michelle also performed plan fee benchmarking and fiduciary reviews to help clients work toward establishing and maintaining a diligent process. 

She lives with her energetic son, Ross; her supportive partner, Ryan; and their two cats, Zimba and Mo. Michelle likes playing tennis, trail running, and supporting Golisano Children’s Hospital. She’s a member of the National Association of Plan Advisors (NAPA) and the American Society of Pension Professionals & Actuaries (ASPPA). Michelle was recognized as one of the National Association of Plan Advisor’s (NAPA) Top Women Advisor Captains in 2021 and 2022. 

Mike Capelle is a co-founder and co-CEO at Modern Wealth Management. From his decades-long career in wealth management, Capelle has experience building advisor-client wealth management platforms to drive continuous growth. Prior to co-founding Modern Wealth, Capelle was a managing director at Goldman Sachs Personal Financial Management, where he was the Head of High-Net-Worth Product.

In addition, Capelle was part of the team that co-founded, scaled, and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million, where he served as Chief Platform Officer. Capelle was responsible for the company’s operating platform and technology and for driving enterprise innovation. He was also a member of the firm’s Investment Committee.

Early in his career, Capelle worked on microprocessor design and manufacturing at Intel Corporation. Capelle earned a master’s degree in management from the MIT Sloan School of Management and a master’s degree in electrical engineering and computer science from MIT. He earned his undergraduate degree from the University of Illinois at Urbana-Champaign.