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Modern Wealth Management

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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 financi... Read more

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Dean Barber
President & CEO

Dean Barber

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Brian Johnson
Managing Director
Bud Kasper
Managing Director
Jeremiah Johnson
Managing Director
Kyle James
Managing Director
Martin James
Managing Director
Michelle Cannan
Managing Director, Head Of Company Retirement Plan Services
Shad Besikof
Managing Director, Partnership Development
Chad Webb
Vice President, People And Operations
Corine Handlos
Director Of Operations
Stephen T.
Director Of Investments
J.p. Rankin
Chief Compliance And Legal Officer
Gary Roth
Co-ceo, Co-founder
Mike Capelle
Co-ceo, Co-founder
Ken Osiwala
Managing Director