Angelica helps our advisors prepare for their upcoming client meetings by reaching out to our clients to collect the background information needed for analysis. She then meets with the advisor to go over the analysis and any updates needed to the financial plan. Angelica also build financial plans for our prospective clients.

Modern Wealth Management is the first company that Angelica has worked at within the financial sector. She started working at Modern Wealth immediately after graduating from her master’s program. Angelica’s favorite thing about her job is that every day is different. Every financial plan she works on is individualized to that specific client or prospect, so she has learned so much about different elements of the financial field through her role.

The most important thing in Angelica’s life is her faith, with her family being a close second. She loves traveling to new places with her family and enjoys drawing, reading, and writing in her free time.

Ben’s main job duties are trading, billing, and compliance. His favorite things about working at Modern Wealth are the people and the culture. Ben worked at American Century prior to working at Modern Wealth.

The most important thing in Ben’s life in family. He enjoys having meals with family, golf, and other sports. A fun fact about Ben is that his favorite movie is Uncle Buck.

Experience: Financial Services since 2006  

Education: Bachelor of Applied Science from University of Missouri-Kansas City 

Experience: Started career in 1989 

Education: Bachelor’s Degree in Management Science from Nazareth College 

Bob supports our business clients out of our Rochester, New York office with their retirement plan fiduciary risks and needs as well as their employee educational needs. When Beltz Ianni & Associates became Modern Wealth Management in 2024, he was excited that his clients would have access to a fully-rounded and supported retirement planning program. 

Bob and his wife, Kathy, have one son and three grandsons. He enjoys golfing, fishing, gardening, floating in a pool with a drink in hand and spending time with family and friends. 

He’s very passionate about supporting charitable causes, especially pediatric cancer research. One of his grandsons has already battled leukemia twice. Many fundraisers and events at Golisano Children’s Hospital that Bob and his colleagues support are focused on leukemia research. 

Experience: Started career in 1983.

Education: Bachelor’s degree from Iowa State University

Prior to joining Modern Wealth, Brian was the owner of Midwest Financial from 1983-2023. He worked with families to design their retirement and estate plans. Brian continues to do a lot of wealth planning at Modern Wealth and is always thinking of how to incorporate new tax, legal, and portfolio management ideas.

Brian and his wife, JoAnn, have two children, Mandy and Jeremiah, and five grandchildren. Jeremy also serves as a managing director for Modern Wealth.

Family is the most important thing in Brian’s life. He enjoys watching his grandkids grow and giving them a hug every time he can. Brian also loves fishing, watching college football, and woodworking. He coached high school football for 30 years. Just like Jeremiah, Brian is very active in his community and supports several charities.

Bud Kasper is a managing director at Modern Wealth Management. After serving as the president of Barber Financial Group’s Lee’s Summit, Missouri office, Kasper was excited to join forces 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.

Kasper’s career in the financial services industry has spanned four decades (fellow Modern Wealth managing director Dean Barber sometimes calls Kasper the original CFP® Professional). He spent 14 of those 40 years at Kasper Steck Wealth Management until it merged with Barber Financial Group in 2009. Bud’s career began with Paine Webber in 1983.

Bud feels blessed to continue working alongside his wife, Peggy, and son, Matt, with Modern Wealth. Peggy serves as the Chief Operations Officer – Lee’s Summit Office, while Matt is an executive advisor. Bud’s sons, Brad and Ryan, followed in his footsteps to the financial services industry, as they respectively serve as the president, CFO and partner of LSA Portfolio Analytics.

During Bud’s tenure with Barber Financial Group, he joined Barber in building a team of CFP® Professionals, CPAs, estate planning specialists, insurance experts, and other professionals that was offering asset management, estate planning, retirement planning, and insurance at an exemplary level. He and Barber are joined by former Osiwala Financial Group President and CEO Ken Osiwala as managing directors at Modern Wealth.

At Barber Financial Group, he and Barber implemented 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 their ideals on the national level at Modern Wealth.

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.

Experience: Financial Services since 2012

Education: Bachelor of Arts degree in politics and government from Ripon College

As the manager of partner development and onboarding, Casey works with firms joining the Modern Wealth Management family. Her role is to help guide these individuals throughout the discovery and onboarding process, ensuring the transition from candidate to new team members is as smooth as possible.

Prior to joining Modern Wealth, Casey worked in similar roles at Goldman Sachs and United Capital. Throughout her tenure, she has assisted over 50 wealth management teams and numerous advisors through the messy-but-completely-worth-it process of joining a new firm.

Casey is originally from Minnesota and is proud of it! She has a Bachelor of Arts degree in politics and government from Ripon College, and now resides in Downers Grove, Illinois, with her husband, their three rambunctious children, and cat Jasper. Casey loves the cold and snow seasons … even when her co-workers are describing their 72-degree, sunny weather.

Prior to joining Modern Wealth Management, Chad served for nearly 21 years in the United States Marine Corps as a senior executive advisor. Retiring from the Armed Forces in May of 2021, Chad joined the Modern Wealth Management family as Chief of Staff, later being promoted to Chief Operating Officer, and now filling his current position as VP, People & Operations.

His education includes a Master of Business Administration and Master of Military Studies. When he is not working, Chad enjoys spending time with his family, going to the lake, hunting, and attending sporting events. A fun fact is that Chad knows every word to “We Didn’t Start the Fire” by Billy Joel.

As Modern Wealth’s content manager works alongside our Director of Marketing Paul Manger to publish much of the educational financial planning content that you’ll find within the education center page on our website. The articles, emails, and social posts that Chris composes cover a wide range of retirement planning topics, including tax planning, estate planning, risk management, asset management, and non-financial life planning.

Chris’s journalism background has featured a wide range of stops since he graduated from Baker University in 2013. He joined the Modern Wealth team in 2021 after serving as a sports reporter for the Lawrence Journal-World and Shawnee Dispatch newspapers and as a content manager for Pennington & Company, a Greek life fundraising and consulting firm.

Chris and his fiancée, Katherine, have a Great Pyrenees, Honey, and live in Mission, Kansas. He loves trying new places to eat with Katherine, attending sporting events (especially the Kansas City Chiefs, Kansas City Royals, and Kansas Jayhawks), spending time outdoors, and hanging out with friends and family.

Experience: Started career in 1996 

Education: Bachelor of Arts in Business Administration from SUNY Brockport 

Chris focuses on managing new and existing relationships by providing support to retirement plan fiduciaries and committees to help them improve employee benefits. He works out of our Rochester, New York office with plan sponsors in structuring and reviewing their retirement plans in coordination with outside plan administrators and other professional advisors. 

Before joining Beltz Ianni & Associates (now Modern Wealth Management), Chris was a Retirement Plan Services Manager with Wealth Enhancement Group, formerly QCI Asset Management. He has also worked for Burke Group, Fidelity, Paychex, and T. Rowe Price.   

He and his wife, Adrienne, have three sons. In his spare time, Chris enjoys spending quality time with his family, playing soccer, and experiencing live music. Chris is also a proud supporter of Golisano Children’s Hospital because of the work they do with sick children. 

Experience: Started career in 2013 

Education: B.S. Economics 

Chris has already had a passion for figuring out how to provide better value for the client. Seeing that same passion from Modern Wealth’s other advisors and the commitment to providing people financial education has helped Modern Wealth a natural fit for Chris. 

Chris enjoys getting to introduce what Modern Wealth is all about to prospective clients and figuring out how our team can assist people with getting to and through retirement. His favorite thing about Modern Wealth is the people—the clients and Modern Wealth team members. 

 With growing up in a big family, family has always been everything to Chris. He and his wife, Christina, have a dog, Hootie. Chris loves golfing, reading, and following his favorite sports teams, specifically Detroit and Kansas City professional teams and his alma mater, Michigan State. 

Experience: Accounting since 2014

Education: B.S. Accounting

Before joining Modern Wealth in 2020, Corey’s background included seven years in public accounting, specializing in taxation for individuals and businesses.

As Modern Wealth’s Director of Tax, Corey manages the tax team, client relationships, and tax plans. He values the work culture and team cohesion. Corey enjoys that the Modern Wealth team  strives to solve everyday problems for everyday people, as it makes his work rewarding.

Faith, family, and friends take priority in his life. Corey enjoys golf, football, outdoor activities, and supports his local church.

He’s an unwavering Minnesota Vikings fan, originally from Northwest Iowa. Corey has two young daughters.

Experience: Started career in 2005

Education: Attended UMKC

Craig simply enjoys helping in whatever way he can at Modern Wealth, whether it’s meeting with clients, conducting client reviews, or focusing on client retention. He believes that the family feel of Modern Wealth and the way the firm prioritizes taking care of clients is critical.

He began his career at Modern Wealth Management in 2016 as a paraplanner after previously working in the financial services industry for over 15 years helping clients get the most from their investment savings by focusing on tax strategies, investment management, and strategic financial planning. Craig’s decision to work for Modern Wealth Management came after working for several companies locally but sought to work for a company with extensive investment knowledge, well known throughout the community, and that had the same client-first mentality that was #1 on his priority list.

Craig has a son, Brady; stepson, Justen; and stepdaughter, Jesse. He enjoys watching Brady play sports and helping coach his teams as well. Faith is extremely important to Craig, and one of the ways he demonstrates that is by giving back to the United Methodist Church. 

Danielle keeps everyone happy and tries to make the advisors’ lives easier. She preps and processes paperwork, helps clients get logged into our software, coordinates estate planning meetings with our attorneys and advisors, and other behind-the-scenes tasks to ensure efficiency with the client experience.

Danielle started working at Modern Wealth Management right after college. She enjoys getting to work with her dad, Ken Osiwala; husband, Kade Messner; and the rest of the Modern Wealth team while serving our clients.

Being on the boat all day in the Florida Keys or on the Saint Clair River is Danielle’s favorite thing to do with her family. She loves surfing, being active outside, baking, and decorating sugar cookies.

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.

Experience: Started career in 1999. 

Education: B.S. in Finance from Ithaca College 

David is a CFP® Professional who spends the majority of his time working with physicians and medical practices. After graduating from Ithaca College, David worked side-by-side with his father, Donald Germano, for 17 years.

David’s community involvement includes serving as a member of Rochester Regional Health Foundation’s Board of Directors. He has previously served on the Board of Directors for the Center for Dispute Settlement, where he served as the board chair. David is an alumnus of McQuaid Jesuit High School and previously served on the school’s advancement committee. He is a member of the Estate Planning Council of Rochester, and is a past member of the Board of Directors.

David resides in Pittsford, New York, with his wife Chandra and their daughter, Briella.

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. 

Experience: Advisor since 2008

Education: B.S. from the University of Missouri

Drew meets with clients on a routine basis, reviewing all aspects of their respective financial plans and how their plan relates to what is important to them. He also coordinates with the subject matter experts at Modern Wealth to advise and sometimes implement certain strategies or recommendations.

Helping clients gain confidence and clarity around their goals and dreams is Drew’s favorite thing about his job.

Outside of work, Drew enjoys spending time with his wife, Amy, and children, Liam and Harper. Some of his favorite hobbies include coaching his son’s baseball team, golfing, cooking, reading, and spending time with friends and family. Drew is also passionate about helping others and proudly supports St. Jude Children’s Research Hospital.

Experience: Wealth Management since 2022 

Education: B.S. Business Administration and Entrepreneurship from Kansas State University 

Drew served as a business development and financial planning intern while attending Kansas State University and then returned to Modern Wealth after graduation as a concierge associate. He focuses on lead outreach and sample plan building. Drew enjoys getting to speak with people from different backgrounds every day who all have their respective wealth management goals. 

As Drew continues his path to becoming a financial advisor, he remains very active outside of the office as well. Drew likes playing golf, working out, spending time with family and friends, and going to Sporting KC games, movies, and Kansas City symphony performances around Christmas time.   

Gary Roth is a co-founder and co-CEO at Modern Wealth Management, where he is responsible for execution of the company’s business plan. Prior to being a part of the founding team at Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. He also served as Chief Business Officer and Chief Financial Officer at United Capital, where he 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.

Roth was also a co-founder at AssureNet, one of the cloud computing pioneers in financial services that created salesforce automation solutions for financial consultants and insurance brokers.

Roth holds MBAs from Columbia Business School and the University of California at Berkeley, Haas School of Business. He received his undergraduate degree from Columbia University.

Jan’s focus is on the clients and the decades-long relationships she has built. She handles a variety of administrative tasks. One of her favorite tasks is being the friendly person that clients hear on the phone when scheduling appointments and reviews with advisors in our Lee’s Summit office. She greets all our clients and prospective clients when they come into our Lee’s Summit office, offering them beverages and anything else to ensure that they’re having a great experience when they come into the office.

One of the biggest perks of Jan’s job is getting to work alongside her daughter, Peggy  Kasper, and son-in-law, Bud Kasper. The most important thing in Jan’s life are her children, grandchildren, and great grandchildren. She is also blessed to have her husband, Dennis, and several great friends. Family get togethers are her favorite, whether it’s to celebrate birthdays, the holidays, or simply enjoy the day. Jan is a big Kansas City Chiefs and Royals fan. She also enjoys the quiet lifestyle and kicking back and watching movies and shows. She doesn’t enjoy cooking, but loves going out to eat.

Experience: Started Career in 2021

Education: B.B.A. with emphasis in Finance from UMKC

Hayden works alongside our senior advisors, assisting them with paperwork, taking client calls when the advisor is out of the office or in a meeting, reaching out to clients with any questions we have before a meeting, or sitting in meetings and taking notes. He also handles his own book of business, assisting clients with investment management and retirement planning.

Hayden’s favorite aspect of Modern Wealth is the team culture. He likes that Modern Wealth prioritizes having multiple advisors and different specialists knowing our clients’ needs and wants.

Originally from Omaha, Nebraska, Hayden grew up as a middle child with two sisters. His parents are both public school educators, so he has a bit of a soft spot for educators. Hayden spends a lot of his free time playing golf, hanging out with friends and family, and watching his favorite sports teams (Iowa and the Kansas City Chiefs).

Jason joined the Modern Wealth Management team in March 2015 as an administrative assistant. He has a wide range of experience in the financial services industry, previously working in the banking venue before expanding his career into wealth management firms.

As a native Kansan, Jason attended Emporia State University after high school. He then worked at Disney World in Florida and started his career in wealth management in Houston before eventually finding his way back to Kansas City. In his spare time, Jason enjoys remodeling the interior of his house, landscaping, kayaking, and fishing.

Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.

Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.

Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.

Experience: Started career in 1986 

Education: B.S. in Accounting from Rochester Institute of Technology  

Jean is responsible for retirement plan consulting, design, and compliance support at our Rochester, New York office. She joined Beltz Ianni & Associates (now Modern Wealth Management) in 2014. Jean previously spent 18 years with EPIC Advisors, Inc., a national retirement plan record-keeping TPA, in a variety of senior level management roles.  

 Jean grew up on her family dairy farm with her parents and nine siblings in western New York. She and her husband, Jim, have three independent daughters, Elissa, Devin, and Taylor. Jean loves spending time with her daughters, grandchildren, brothers, and sisters. She thoroughly enjoys taking care of Taylor’s horses, sewing, reading, and gardening.   

 Being active in her community and giving back is very important to Jean. She’s a team captain for Team Devin for the Golisano Children’s Hospital Annual Stroll for Strong Kids. Jean is also a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the American Society of Pension Professionals and Actuaries (ASPPA). 

Experience: Started Career in 2014 

Education: B.S. in Finance 

Jeff meets with clients to make sure their retirement plan is successful so they can enjoy their non-working years. He feels fortunate that other Modern Wealth team members are more like family and cherishes the relationships he’s built with our clients.

Jeff and his wife, Kelsey, have three Shelties, Moose, Kali, and Rip. They’re both from Nebraska and moved to the Kansas City area in 2014. Jeff’s favorite hobbies include golfing, going to MLB and NFL games, and traveling to beaches and mountains

He’s passionate about supporting a variety of charitable causes, including cancer charities, Alzheimer’s charities, and animal shelters/rescues. Jeff loves to help people in any way he can.

Jennifer Kucemba joined our team in 2019 as our Director of First Impressions for our Troy office. She is the friendly person (and voice) that will most likely greet you when you enter or call our Troy office. Jennifer enjoys spending time on the phone with each client. Getting to know their lifestyle and hear their stories is such a treat for her. Adding her own touches to the conversation and building relationships makes her day!

Jennifer is married with two daughters and one (furry) son!  When not at work, she loves spending time at home with her family, tending to her flowers, and making her house a home. She is also very busy providing dancing, singing, and acting lessons for her two girls who shine on the musical theater stage!

Experience: Started career in 2008

Education: B.B.A. from Bemidji State University

Jeremiah began his career with Voya Financial before coming to work for his father, Brian Johnson, in 2014. He really has enjoyed how Modern Wealth offers people a full scope of wealth management services.

Jeremiah met his wife, Dana, during his last semester of college, and they got married in 2015. They have four children, Weslie, Codie, Mila, and Julianna.

Fishing and woodworking are among Jeremiah’s favorite hobbies. He also gives to several charities, including Little Wildcat Daycare, Shriners International, United Charities, Scouts, food pantries, and his church. Jeremiah also serves on the local day care board, is active with Haggai Lodge, and is a fire/accident/first responder for the Ralston Fire Department.

In our industry, relationships matter more than ever. Juls believes that spending time with our clients and growing our relationships leaves a lasting impact—interactions that transform into memorable moments for each of us. She organizes a variety of social and professional events, including group travel for Modern Wealth clients to gather together locally and adventure around the world. Examples of client gatherings typically range from visiting art galleries that feature famous artists, sharing meals at great restaurants, experiencing museum exhibitions, and going on docent-led tours of presidential libraries.

Juls has a ton of fun with Modern Wealth clients during these events. She loves going behind the scenes of world-famous athletic stadiums, playing croquet, or gathering at a local pub while traveling the world with our clients. Spending time with them delivers Juls the opportunity to value the importance of keeping the lines of communication open and growing deep, lasting relationships. For 15 years, she has met the most beautiful people and made friendships that will last a lifetime, simply from spending time together.

In her free time, nothing has transformed Juls’s life more than world travel. No destination is too far to experience the cultures of other peoples in other countries around the globe. Juls is a foodie and loves trying great restaurants in Kansas City, growing flowers in her garden, traveling around on her scooter, camping on the weekends with friends, and a great book. Most of all, Juls enjoys people.

Experience: Entered the Finance Industry in 2018

Education: B.S.B.A from the University of Central Missouri

While Josh enjoyed his previous career in marketing and PR with the Kansas City Royals and AMC Theaters, Josh realized he was missing the fulfillment of directly working with people and helping them. That’s what drove him to Modern Wealth. It’s Josh’s goal to enhance and support client relationships through financial planning and develop new relationships with prospective clients.

Josh has seen countless occasions where people are hesitant to even list some of their own goals and dreams because of the financial constraints they think may be in the way. He loves planning for and knocking down those hurdles so clients can enjoy the things in life they’ve spent most of their working life saving up for.

Josh and his wife were born and raised in Kansas City and attended UCM. They have three beautiful daughters who seem to be involved in everything from soccer and softball to horseback riding and jiu-jitsu.

With over 20 years in the legal and financial industries, Karen brings an unprecedented wealth of knowledge and experience to our team. She is overseer of the firm’s operations which include: trading in client accounts, managing staff, and assisting in legal and compliance matters. Karen has previously passed her Series 6, 7, 63 securities exams and her exams for Life insurance products and is also a Michigan Notary Public.

Karen was born and raised in the Metro Detroit area. She is married and has one daughter. Her interests include spending time with family, scrapbooking and shopping.

Experience: Started career in 2017

Education: B.S. Finance

Kade arrived at Modern Wealth in 2021. He spends 50% of his time attracting new business to the firm, which encapsulates introducing potential clients to our firm, meeting with prospective clients, and putting together financial plans. The other 50% of Kade’s time is spent nurturing and serving current clients.

Kade is passionate about Modern Wealth’s unique take on comprehensive retirement planning. He loves that the work we do for our clients is truly in their best interest and helps them achieve their financial goals.

Modern Wealth has a family feel for Kade, as he gets to work alongside his father-in-law, Ken Osiwala, and wife, Danielle Messner. Kade lives a very active lifestyle, as he’s active in his faith, loves the outdoors, and enjoys anything that can broaden or deepen his knowledge on certain subjects.

Experience: Started career in 2022.
Education: Bachelor of Science in Accounting

Katy started her career as an intern at a tax accounting firm in downtown Indianapolis. After her internship, she was given the opportunity to work full-time in tax. She has enjoyed gaining experience, learning, and growing within the industry. As a tax and accounting specialist, Katy spends her days preparing clients for the upcoming tax year. This often includes financial statement analysis, tax planning and estimates, as well as tax compliance and reporting. Katy enjoys assisting in any way that serves our clients’ needs.

Her favorite hobbies include cooking, spending time with my family, and fishing!

Experience: Advisor since 1990 

Education: Bachelor’s Degree in Accounting and Finance from Oral Roberts University 

Ken has extensive experience in providing strategies to retirees and pre-retirees to help protect and preserve their principal. His goal is to deliver unparalleled personalized service to each client as he helps develop comprehensive financial plans based on each client’s individual needs. 

Prior to starting Osiwala Financial Group (which became Modern Wealth in 2023), Ken was an accountant for one of the largest accounting firms in the world, Ernst and Young.  

Ken and his wife, Beth, have three children, two sons-in-law, and a grandchild. He enjoys spending time with his family, boating, fishing, saltwater fishing, kite boarding, and is actively involved in his church. 

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 2009 

Education: Bachelor’s degree from the University of Rochester  

Kyle arrived at Beltz Ianni & Associates (now Modern Wealth Management) after serving as a financial advisor at MassMutual. As he works our of our Rochester, New York office, Kyle is excited about the broader range of services that Modern Wealth will be able to provide clients, including tax and estate planning and a deeper bench for investment management. 

Kyle and his wife, Sonya Ellis-Dunn, have two dogs. Family is the most important thing in his life. Kyle’s favorite hobbies include golfing, boating, and skiing. He also serves on the board of the Estate Planning Council of Rochester.  

Experience: Started career in 2007 

At Beltz Ianni & Associates (now Modern Wealth Management), Lindsay has been responsible for processing new business and preparing client service-related applications and forms out of our Rochester, New York office. She previously worked as an administrative assistant at Nationwide, Penn Mutual, and MassMutual. 

Lindsay is married with three children. She enjoys reading, baking, crafting, and supporting charitable causes, including Out of the Darkness for AFSP and Golisano Children’s Hospital. Lindsay is also a board member of the Spencerport Soccer Club. 

Experience: Started career in 2008 

Education: Bachelor’s Degree in Business Administration from Rochester Institute of Technology 

As a senior third-party administrator consultant at our Rochester, New York office, Leo’s primary responsibility is to be a partner to our plan sponsors to assist them with all their needs as it relates to their corporate retirement plan. Prior to joining Beltz Ianni & Associates (now Modern Wealth Management), he spent 15 years in the retirement services industry primarily serving as a TPA. He also spent five years working for a large recordkeeper/payroll provider gaining valuable insights into the inner workings of that segment of the industry. 

When Leo joined the Modern Wealth team, he was excited about the potential additional resources that could help him serve clients more efficiently and effectively as well as utilization of new tools that may allow us to add an element of automation and consistency to our offering while still preserving the hands-on customized experience for our clients. 

Leo is originally from southern Connecticut and moved to Rochester in 2001. He and his wife, Karalyn, have two kids, LJ (Leo John III) and Addison, and a chocolate lab, Mocha. His family life oftentimes revolves around youth sports and musical activities. They can often be found at an ice rink, ball field, golf course, or ski slope.  

With 20-plus years of client service experience, Liz’s unsurpassed commitment to customer service has catapulted her as overseer of client account processing, paperwork, balances, statements, checks, and all other client service related affairs. Liz is a Michigan Notary Public.

Her interests include cooking, softball, and spending time with her friends, family, and pets.

Experience: Advisor since 2015

Education: B.S. Accounting from Baker University

Logan has spent his whole career with Modern Wealth, starting as an intern in 2012 and eventually becoming an advisor in 2015.  Helping other Modern Wealth advisors become as successful as possible with winning and keeping business is one of Logan’s main goals.

He enjoys helping clients accomplish financial goals/dreams they didn’t think were possible. Logan is thankful for all the other Modern Wealth team members that serve as “pillar experts” in their specific roles to help him serve our clients.

The most important thing to Logan is his family. Logan and his wife, Alex, have a daughter, Olivia; French bulldog, Gus; and golden retriever, Mac.

He also loves golfing, watching sports, traveling, working out, and finding new places to eat/drink with Alex.

Fun Fact

Maria can say the alphabet forwards AND backward.

Experience: Accounting since 1980.

Education: B.S. Accounting from the Indiana University School of Business (Now Kelley School of Business)

In 1986, Marty founded Martin James, CPAs and has been delivering professional outsourced tax, accounting, and financial services to the greater Indianapolis area ever since. The Martin James, CPAs team joined Modern Wealth Management in October 2023. Marty’s connection to Modern Wealth Management began through his longstanding relationships with Dean Barber and Bud Kasper via their affiliation with Ed Slott. Marty’s decision to join Modern Wealth is driven by the desire to be part of something greater, dedicated to tax and planning, and making a meaningful impact on clients’ lives.

Marty and his wife, Cindy, have two sons, one of whom works with him, Kyle James, CPA, PFS, while the other is a journeyman utility lineman. They also have six grandchildren. His faith is the cornerstone of his life, guiding all other aspects. In his free time, Marty enjoys fly fishing and is a certified fly casting instructor with Fly Fishers International, often teaching at a local Kayak/Fly Shop during the summer. He is also a volunteer with Project Healing Waters Fly Fishing, an organization introducing fly fishing to active military and disabled veterans. Marty is an active member of AICPA, Indiana Society of CPAs, and the Indianapolis Fly Casters. Notably, he’s known for defying typical CPA stereotypes.

Marty’s tax planning and accounting background, dedication to his faith, and passion for fly fishing and charitable work make him a unique and valuable addition to the Modern Wealth team.

Melissa ensures the client experience is first class while coaching and mentoring a team that delivers the same type of service throughout the lifetime of the clients journey. She spent 21 years in banking prior to working at Modern Wealth. Twelve years of that was on the business development and sales side and nine years of it building and developing a client services department for a now $2 billion bank.

Her favorite thing about Modern Wealth is team aspect of the culture and how it feels like being a part of a family. Helping clients live out their financial dreams is a big motivating factor for Melissa.

The most important thing to Melissa is her faith. She enjoys watching sports (especially KU basketball) with a cold beer with her family, traveling, cooking, baking, and reading.

Experience: Started career in 2005

Education: B.S. Marketing from Missouri State University

Matt helps with designing personalized financial plans that focus on taxation, investments, legacy and estate planning, and risk management. He also serves on the investment committee, content team, and operations trading team.

Working alongside family is one of the biggest perks of Matt’s job. He’s blessed to have followed in the footsteps of his father, Bud Kasper, in the financial services industry. Matt also serves as a partner of LSA Portfolio Analytics with his two older brothers. He finds it very rewarding that Modern Wealth serves its clients with a team of experts. Matt believes that it is necessary to have a financial planning team that can build people a successful retirement.

Matt is married to his wonderful wife, Currie, and has two stepchildren, Rylie and Parker, and three Golden Retrievers, Bennett, Stella, and Cooper. Faith and family are the two most important things in Matt’s life, but he also thoroughly enjoys distance running, hiking, soccer, snowboarding, and traveling with his family and friends.

Experience: Wealth Management since 2009 

Education: Wake Forest University 

Michael joined our team in March 2024 when Autumn Wind Asset Management became Modern Wealth Management. As the director of operations, Michael prioritizes client relationship management, portfolio system administration, trade placement and rebalancing, account onboarding and maintenance, and support of investment planning. 

Michael previously worked at Charles Schwab and Deutsche Bank. He’s lived in the Washington, D.C. region for more than a decade now. Michael enjoys spending time with his wife, Shannon, and two daughters, Eleanor and Maeve. His hobbies include adventuring on the wonderful hiking trails and bikeways of Northern Virigina and cheering on the Orlando Magic and Cincinnati Bengals.   

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. 

Experience: Accounting since 2018 

Education: Bachelor Degrees in Accounting and Marketing 

As a tax advisor, Mike prepares tax returns and tax plans, contacts clients, handles IRS notices, runs client meetings, and assists advisors with plans when it comes to tax information. While Mike is a pretty quiet guy, the culture at Modern Wealth has helped bring him out of his shell a little bit more. He enjoys being a part of a hard-working team.  

Mike likes how his role combines the things he likes to talk about—tax and finance—and showing people how they work together. Being able to bring that to a client under one roof is one of Mike’s favorite aspects of his job.  

The most important thing to Mike is his family, especially his wife, parents, sister, and pets. Mike loves going to different places together with his family and enjoying new cities or nature! He’s also an avid Michigan football fan and enjoys playing video games, base jumping, riding roller coasters, and attending sporting events! 

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.

Nanette has been with Modern Wealth Management (previously Barber Financial Group) since 2000. Her knowledge and experience make a positive impact on our firm every single day. Today, she serves as an operations and marketing assistant, where her exceptional organizational skills are really able to shine.

Not only is Nanette OUR office mom in our Lenexa office, but she is also the proud mother to Dickie, Katie, Maggie, and Allie. Nanette and her husband, Richard, also love being grandparents. She enjoys spending time with family, taking vacations as often as possible, making t-shirt blankets for her children, and scrapbooking.

Experience: Asset Management since 1987 

Education: University of Alabama at Birmingham 

Neal came on board when Autumn Wind Asset Management became Modern Wealth Management in March 2024. After serving as the founder and owner of Autumn Wind for 24 years, Neal was intrigued by the opportunity to work with a broad team in specialty areas of the business including lead generation, marketing, investments, planning, and compliance at Modern Wealth. 

Neal serves as a portfolio manager out of Modern Wealth’s Reston, Virginia office, and is excited about helping offer a wider solution set to clients.  

He and his wife, Veronica, have two daughters, Haley and Olivia. Family comes first for Neal, and markets, guitars, and the outdoors follow. Neal is a luthier and tries to build 1-2 guitars per year. He’s also a volunteer on a group that maintains a 32-mile stretch of the Appalachian Trail in Northern Virginia. 

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.

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.

Paula does a variety of administrative tasks—greeting clients and prospects, offering beverages/and fresh-baked cookies. She loves to interact with clients/prospects/coworkers and build relationships with them.

Paula is an extrovert, so her job allows her to be herself. It’s so fun for her to get paid to do what comes naturally.

The most important thing in Paula’s life are her adult children, Simon and Emma. The best time with her family typically involves eating great food, drinking red wine, and having deep meaningful conversations. Paula also enjoys the arts—from abstract pour painting on canvas, live music, and decorating.

Fun Fact

Paul enjoys camping and hiking whenever possible.

Experience: Started career in 2015

Education: B.B.A. from Grand Valley State University

One of Pete’s claims to fame is that he served as Ken Osiwala’s first intern during his sophomore year of college before joining the team after graduation in 2015. Pete enjoys interacting with clients and helping them solve complex issues to meet their financial (and non-financial) goals. He really likes to hear about their life stories and experiences.

Pete and his wife, Amy, have a dog, Otis, who is a lab-mix. Pete and Amy were both born and raised in Sterling Heights, Michigan. They went to the same high school but didn’t meet until college through mutual friends. Pete and Amy enjoy traveling and want to visit all 50 states together.

Pete and Amy also enjoy spending time at his family’s cottage on Lake Ogemaw in West Branch, Michigan. They’re foodies and enjoy trying new restaurants and cuisine.

Experience: Started career in 2018 

Education: BA Education, BA History – SUNY Oswego 

Riley meets with plan participants, prepares meeting materials, and records educational materials while working out of our Rochester, New York office. He began working for Beltz Ianni & Associates (now Modern Wealth Management) in 2021. Before that, he worked at Paychex in their 401(k)-customer service center. 

Riley lives with his wife, Devyn, and their cat, Tywin. He enjoys writing, playing pickleball, and being an active member of his church. Riley is also a member of the National Association of Plan Advisors (NAPA). 

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.

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.

Experience: Started career in 1989

Education: B.S. in Accounting

Sheila started working alongside Marty James in 1994 and joined our team when Martin James Investment and Tax Management merged with Modern Wealth in 2023. Her career has been in public accounting. Sheila has maintained client relationships by advising clients on compliance and tax planning issues. She prepares and reviews tax returns, oversees and trains staff members, and coordinate activities in the tax department.

While most of Sheila’s family lives in Indiana, she moved to southern Georgia a few years ago. She enjoys the warm weather and providing her family members a good vacation spot. Sheila loves spending time at the beach, traveling, and supporting local charities, such as Thomasville Street Feed and Project Backyard.

Experience: Chartered Financial Analyst since 2006 

Education: Master of Science in Finance 

Stephen Tuckwood (Tuck) joins Modern Wealth Management as the firm’s Director of Investments. Tuck and his team will be responsible for the design, construction, management, and oversight of the firm’s investment platform. He’ll be leveraging almost two decades of industry experience and an extensive investment manager network to bring innovative investment solutions to the Modern Wealth advisor base.

Prior to joining Modern Wealth, he worked within Goldman Sachs’ Alternative Investments & Manager Selection (AIMS) Group, which is responsible for identifying, researching, and selecting leading third-party investment managers. There, he helped provide investors with investment and advisory solutions across multiple asset classes by engaging, diligencing, and collaborating with leading investment managers from around the world. With over 350 professionals across 11 offices globally, the AIMS Group helps institutional and individual investors with their program design, manager diligence, portfolio construction, and risk management.

Previously, Tuck was the Head of Research at United Capital, where he led a team of investment professionals responsible for the firm’s $15 billion centralized investment platform. In addition to running the Research Team, Tuck was the portfolio manager for their Core Portfolio Solutions as well as the specialized Active Equity strategies. He also served as a content leader for the design of client literature about the investment platform and oversaw the development and evolution of new mediums for delivering messaging from Investment Management to the advisor base, clients, and prospects.

Tuck has a bachelor’s and master’s degree in finance and holds the Chartered Financial Analyst® designation. He was born and raised in the United Kingdom and moved to the United States after earning a scholarship to play Division I soccer (real football) for a university in Georgia. Tuck resides in Atlanta with his wife and two children. 

Experience: Started career finance in 2007. 

Education: B.A. History from the University of Buffalo; M.S. in Finance from Rochester Institute of Technology 

Steve is committed to providing outstanding service to our clients and their families from our Rochester, New York office by helping them navigate changes to the markets, taxes, and their own goals. When Beltz Ianni & Associates joined Modern Wealth in 2024, Steve was excited about how Modern Wealth aligned with client-first culture of Beltz Ianni & Associates and could enhance their service offerings.  

Steve and his wife, Julia, are proud parents to two children, Jacob and Anneliese. His hobbies include being a student of the market, spending time with friends, and driving his tractor. He serves as a board member of the Rochester Childfirst Network and is excited to be a member of the Estate Planning Council of Rochester. 

Susie joined Modern Wealth in 2023 when Martin James Investment & Tax Management joined our firm. She joined Martin James Investment & Tax Management in 2012. Susie provides administrative support to the tax team with a primary focus on tax-related projects. She’s also the first point of contact for our clients and enjoys assisting them with their needs.

Susie is happily married with two children. She enjoys watching sports (Indianapolis Colts and Los Angeles Dodgers), reading, traveling, and cooking.

Experience: Started career in 1993 

Education: AAS Business Administration and Marketing from Broome Community College 

Tanya serves as a liaison between our clients and advisors from our Rochester, New York office. She takes the lead in managing day-to-day service and administrative office operations, from scheduling client reviews and presentation preparation to data management and reporting, as well as strengthening client relationships with the firm. Tanya is also a New York State notary.

Tanya and her husband live in Greece, New York, with their children, Anthony and Mariana, and mini goldendoodle, Cozmo. Family and faith always come first for Tanya. She also enjoys watching Buffalo Bills football, visiting local distilleries and wineries, cruising with her husband, and supporting Strong Children’s Hospital. Tanya serves as the president of the Spencerport Education Foundation and the Spencerport Cheer Parent Club along with being a member of the Spencerport Booster Club. 

Experience: Entered financial industry in 2005

Education: Bachelor’s degree in hotel and restaurant management

Wayne helps clients get clarification and confidence around their finances and future. The people are what Wayne enjoys most about Modern Wealth between getting to work for his clients and alongside Modern Wealth team members.

Wayne is married with two sons who make him proud every day. They also have a dog, Chewy, who is beloved in Modern Wealth’s Lenexa office.

Some of Wayne’s favorite hobbies include mountain biking, hiking, bird watching, and running. Wayne was born in South Africa and was there to experience the transition from the Apartheid South Africa to the new South Africa and to see Nelson Mandela do an amazing job of bringing a very divided country together.

Experience: Advisor since 2007

Education: B.S. Business Management

Will manages client relationships and serves as the director of our Centralized Financial Planning team. His favorite thing about Modern Wealth is working with great clients and co-workers.

Will is married and has three children. Prior to having kids, Will played a lot of golf and he also became a pilot in his 20s. One of Will’s favorite things to do is cook and smoke meat, especially for meals with friends and family.

Whenever Will gets the chance to support charities, he usually jumps at them. Some of the main charities he supports are Ronald McDonald House, Henson’s Heroes, St. Jude Children’s Research Hospital, Shriners International.

Experience: Wealth Management since 2023 

Education: Associates of Arts in Liberal Arts and Associates of Science in General Sciences from Johnson County Community College; Bachelor of Science in Finance from the University of Kansas 

Zach’s focus is on reaching out to prospective clients, educating them on Modern Wealth’s services, and building sample plans for them. He has enjoyed the process of learning to become a financial planner.  

His favorite part of working at Modern Wealth Management is seeing the difference we make in the lives of our clients. Zach also likes the great culture that Modern Wealth maintains and the good our firm can do for people. 

Zach’s favorite things to do with his family include going to Florida to visit his mom and going snowboarding with his dad. His favorite hobbies are going to the gym, snowboarding, golfing, and watching the Kansas City Chiefs and Kansas Jayhawks.