The Administrative Team at Modern Wealth Management plays a pivotal role in ensuring smooth and efficient operations across the company. They handle a variety of tasks including maintaining office organization, supporting tax and executive staff, managing client communications, and ensuring an exceptional initial client experience. Their work provides the backbone that allows the financial experts to focus on delivering top-notch wealth management services.
Ashley Fox
Tax Administrative Assistant
Carrie Baker
Office Administrator
Cindy James
Office Administrator
Crystal Wilson
Executive Assistant To Executi...
Jennifer Kucemba
Director Of First Impressions
Lindsay Valentino
Administrative Assistant
Paula Jackson
Director Of First Impressions
Susie Nysewander
Tax Administrative Assistant
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