Experience: Financial advisor since 2005

Education: Bachelor of Business Administration from Idaho State University in 1989

Thomas meets with clients to help them develop and maintain financial plans. He joined the team in October 2024 when Modern Wealth acquired Petso Financial Consultants, LLC. Thomas served as a financial advisor for 20 years with Petso Financial Consultants, LLC and owned and operated a tax preparation business for 13 years.

Thomas is a native Idahoan. He and his wife, Erin, have a daughter, Ellie, and son, Torin. Faith, family, and serving others are the most important things in his life. He also enjoys the outdoors—camping, fishing, hunting and golf. Thomas admits he’s not the best at golf, but he is good at driving the cart. Charitable causes that are important to Thomas include the Children’s Museum of Idaho, Boise Rescue Mission, and Weiser Library.

Experience: Administrative assistant since 2020

Education: High School

Natalie provides administrative and client support in many ways while working out of the Boise, Idaho office. She joined the team in October 2024 when Modern Wealth acquired Petso Financial Consultants, LLC.

From an administrative support perspective, Natalie prepares and processes documents, schedules appointments, is responsible for client files and record maintenance. She also provides ongoing service and support to clients, responds to client inquiries, and resolves issues affecting client transactions. Natalie also has previous experience as a case manager for a life insurance brokerage firm.

Natalie is married and has two sons. She enjoys traveling to the Oregon coast, sports (especially football and baseball), puzzles, crafts, crocheting, music, playing instruments with her son, camping, and fishing.

Ron joined the team when Gem State Investment Advisors became Modern Wealth Management in May 2026. Throughout his wealth management career, Ron has loved helping his clients make informed decisions about how to manage their money, guiding them toward their goals and giving them peace of mind.

Ron’s belief in adhering to the fiduciary standard led Ron to founding GSIA in 2010. Joining the Modern Wealth team provided Ron and his team an opportunity to offer a broader range of services to clients.

Ron utilizes the analytical approach that he developed in his previous career as an engineer and combined it with his passion for understanding the behavioral factors involved with people and their money while serving his clients. Prior to founding GSIA, Ron previously worked in management and executive management at a Fortune 500 company.

Outside of work, Ron has enjoyed serving on several financial and investment committees for non-profit organizations. His interest in investing and the markets dates back to when he bought his first stock (Navistar, formerly International Harvester) at 18 years old. Ron went on to earn his Bachelor and Master of Science degrees from New York University. He also has a certificate in financial planning from Texas A&M University.

Ron and his wife, Sara, have three children and honor the memory of their fourth. Ron enjoys golf, landscaping, learning Italian, and time in his workshop. Their golden retriever, Ethel, serves as the family comedienne.

Experience: Financial services since 2017

Education: Bachelor of Arts, Mass Communication from the University of California, Berkeley

Melissa has a passion for helping lift the burden of financial worry from people’s shoulders. She believes financial planning and education are the keys to financial well-being, and that financial wellness is a critical component of living a happy, healthy life.

Based out of the Boise, Idaho office, Melissa joined the team in October 2024 when Modern Wealth acquired Petso Financial Consultants, LLC. She also earned her CERTIFIED FINANCIAL PLANNER™ Professional designation in 2024.

Melissa joined the Petso Financial Consultants, LLC team in 2023 after an extensive search for a financial firm whose values aligned with her own. She began her financial services career at another Boise firm in 2017, following 20 years in marketing, technology, and film industries.

Outside of the office, you can find Melissa coaching her daughter’s soccer team, teaching Sunday School, speaking Spanish, and enjoying the great outdoors of Idaho.

Experience: Finance since 2014 (financial advisor since 2018)

Education: Bachelor’s degree in finance and accounting from University of Colorado at Boulder

Mike joined the Modern Wealth team in 2024 following the acquisition of Petso Financial Consultants, LLC. He is an advisor who is well-versed in portfolio construction and trading investments.

Based out of the Boise, Idaho office, Mike strives to put client interests first by helping them realize their money and life goals. Prior to a three-year stint with Petso Financial, Mike worked for Great West Financial on corporate insurance in Denver and earned his CFP® designation.

Mike and his girlfriend moved to the Sun Valley, Idaho area in 2024. They enjoy spending time with family, friends, and their golden retriever, Waffle. Some of his favorite hobbies include skiing, backpacking, hockey, traveling, and board games. He has skied 42 mountains and counting. Mike and his girlfriend try to travel abroad at least once a year. Their most recent trips include Peru, Bolivia, Scotland, and Iceland.

Education: Master of Arts in education

Molly joined the team when Gem State Investment Advisors became Modern Wealth Management in May 2026. As an operations associate in our Boise, Idaho office, Molly assists Managing Director Ron Gambassi with several behind-the-scenes items to support the client experience.

Molly and Ron operated as a two-person team with GSIA. She joined GSIA as an operations associate in 2024, managing the firm’s daily operations and assisting with the client onboarding process. Joining Modern Wealth excited Molly, especially with gaining access to a larger team of professionals and more tools to support clients.

Molly is also a co-owner of the gift shop Idaho Made, located in downtown Boise. That has allowed her to stay connected to the art world and help support dozens of local artists and makers. She was previously a special education and art teacher prior to working in the finance industry.

Molly was born and raised in Idaho. She has three kids, Ellie, Henry, and Beatrice, who love to play all the sports and do all the things. As a family, they enjoy riding bikes on the Boise River Greenbelt or staying in for a movie night. Providing a good life for her kids, physically and mentally, as a single mom is Molly’s top priority.

Molly would love to live in the Sawtooth Mountains someday. She enjoys hiking whenever she gets the chance and doesn’t mind if it’s five miles or 20. As a former river guide, she loves being on or near the river. Molly frequently leans on her experience as a river guide and teacher in her current role. Her previous positions required a lot of patience, planning, and listening/people skills. Those skills have helped her connect with clients and be someone who truly cares and supports them.

Experience: Financial advisor for 40-plus years

As a passionate advocate for financial education, Dave dedicates himself to empowering individuals and organizations with the knowledge and tools they need to achieve their financial goals. Dave has 40-plus years of experience as a financial advisor and joined the Modern Wealth team in October 2024 via the acquisition of Petso Financial Consultants, LLC.

Dave is based in the Boise, Idaho office and served as the founder and owner of Petso Financial Consultants, LLC. His expertise lies in income planning for retirees and foundations, helping clients navigate their financial journey with confidence and security.

Dave is the host of the Money Matters radio program, which airs on KIDO AM 580 from 8 a.m. to 10 a.m. MDT each Saturday. Through this platform, Dave provides insights, practical advice, and answers to listeners’ questions, making complex financial concepts accessible to a wide audience.

In addition to his media appearances, Dave enjoys engaging with investment groups and business organizations as a sought-after speaker, delivering captivation presentations that inspire and educate audiences on topics ranging from wealth management to retirement planning.

Beyond his professional engagements, Dave enjoys time with his wife, Ronya, his adult daughters, and three beautiful granddaughters. He and Ronya enjoy golfing, traveling, and creating their own unique adventures.

With his wealth of expertise and commitment to empowering others, Dave is dedicated to helping individuals and organizations achieve their financial aspirations and build a secure future.

Experience: Financial services since 1979

Education: MBA from West Virginia University

Dick started his financial services career by spending 28 years at Piper Jaffray in Boise, Idaho. He joined the Modern Wealth team in October 2024 following the acquisition of Petso Financial Consultants, LLC.

Dick has two adult children, four grandchildren, and seven great-grandchildren. He enjoys playing golf and duplicate bridge and is a proud supporter of Ronald McDonald House.

Experience: Finance since April 2025

Education: Degree in Business Finance with a Minor in Financial Planning from Brigham Young University – Idaho

As a relationship manager, Blair helps to ensure that all client records are accurate and that CRM data is appropriately managed. Some of her primary job duties include managing client accounts, processing account transactions, coordinating portfolio updates, and resolving client requests.

Blair joined the Modern Wealth team in July 2025 — just three months after graduating from Brigham Young University – Idaho. She only needed 2.5 years to earn her degree (and she worked as a nanny during that time as well).

Modern Wealth felt like a great place to start her career in finance because of how the firm’s core values aligned with her personal values. Blair looks forward to helping others gain financial security.

Blair and her spouse love to go backpacking and hiking in their free time. She’s the oldest of five children and enjoys spending time with family, especially playing card games together and being outside. Some of Blair’s other favorite hobbies include reading and cooking.

Experience: Financial Planner since 2022

Education: Bachelor of Science in financial economics from Brigham Young University – Idaho

Preston joined the Modern Wealth team in January 2026 as a lead advisor based in our Boise, Idaho office. He meets with new and existing clients to build and regularly review their financial plans. Preston assists in portfolio management and investment strategy and coordinates with other financial professionals for clients’ tax and estate planning needs.

Modern Wealth’s team approach, career opportunities, and growth-focused goals appealed to Preston upon joining the firm. Preston’s career in wealth management began as a portfolio administrator and lead planner at an RIA in Las Vegas. During the three and a half years Preston spent with his previous firm, his team catered to high-net-worth families.

Preston was born and raised in Meridian, Idaho. He and his wife, Sami, have a son, Luke, and Australian shepherd, Onyx. Preston and Sami love to be active with playing sports and doing things outside.  Preston’s favorite sports and activities include football, rugby, basketball, competitive powerlifting, and whitewater rafting. A few other fun facts about Preston are that he’s a former Nevada state record holder for bench press, he’s served a two-year church mission in Santa Cruz, Bolivia, and he’s fluent in Spanish.

Experience: Wealth management since 1994

Jennifer’s passion lies in empowering clients to achieve their financial goals and build a secure future. Her dedication to helping others achieve financial success is fueled by her personal experiences and a genuine desire to make a positive impact.

Jennifer joined the Modern Wealth team in October 2024 via the acquisition of Petso Financial Consultants, LLC. She played an integral part of Petso Financial Consultants, LLC’s success, serving in the roles of president, senior investment advisor, and chief compliance officer. Jennifer joined forces with Dave Petso in 1994 and is excited to be continuing their journey together at Modern Wealth while working out of the Boise, Idaho office.

As a CFP® Professional, Jennifer brings a wealth of knowledge and expertise to her clients. She firmly believes in taking a holistic financial planning approach, considering monetary aspects and unique values, aspirations, and life goals of each individual. By understanding her clients’ complete financial picture, Jennifer creates tailored strategies that align with their dreams and priorities.

Outside of her professional endeavors, Jennifer cherishes her role as a devoted wife and mother to two wonderful daughters. She finds inspiration and fulfillment in striking a harmonious balance between her family life and her passion for guiding others toward financial well-being.

Experience: Business administration since 2019

Education: Bachelor’s in Business Administration from Boise State University

Jaycie brings several years of accounting and bookkeeping to the Modern Wealth team. She based out of the Boise, Idaho office and arrived at Modern Wealth in October 2024 following the acquisition of Petso Financial Consultants, LLC.

Her background includes administrative management, payroll/HR, bookkeeping, compliance/auditing, updating policies and procedures, fee billing/rebates, handling special projects, and assisting advisors with any requests.

After graduating from Boise State in 2019, she started working at Intuit and supported clients on Intuit products across the organization through multiple channels. From there, Jaycie worked at a local accounting firm in their advisory services department, where she obtained her QuickBooks ProAdvisor Certification.

Jaycie and her boyfriend were both born and raised in Boise. They have two dogs—a boxer named Henry and a lab named Banquet. Jaycie enjoys going to the gym, taking their dogs for hikes, and spending time at their favorite local spots, including The Flicks, a couple bookstores, coffee shops, and the wineries in Garden City. She’s also a proud supporter of the Idaho Humane Society.