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.

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.

Experience: Finance since 2021

Education: Bachelor’s degree in financial economics from BYU-Idaho

Trevor creates financial plans, meets with clients, manages portfolio trades, and serves as the office Excel expert for the Boise, Idaho office, which involves handling various ad hoc projects. He joined the Modern Wealth team in October 2024 after the acquisitions of Petso Financial Consultants, LLC.

Trevor believes the financial planning software that Modern Wealth utilizes is crucial for creating more effective financial plans and conducting more accurate stress tests. With a background as a banker, business analyst, and financial advisor, he’s primarily worked with entrepreneurial-minded individuals. Trevor enjoys tackling the complex challenges and innovative ideas that come from business owners.

At Petso Financial Consultants, LLC, Trevor enjoyed finding the right balance of challenging work and community impact. He’s striving to maintain that balance at Modern Wealth. Prior to working at Petso Financial Consultants, LLC, he was an investment accountant for large insurance companies, gaining complexity and exposure to investments but lacking direct client impact.

While in college, Trevor helped establish a financial planning club, which led to creating Idaho’s only CFP®-certified program. Trevor worked as a personal banker, which is how he discovered his passion for helping people with their financial goals. Seeking more complexity, Trevor interned as a business analyst in private equity, enjoying the direct impact on small businesses and successful partnerships.

Trevor and his wife, Lexi, have a daughter, Lennon, and bernedoodle, Zara. Trevor and Lexi love going to the gym, hiking, backpacking, and most of all, FOOD. He’s also a loyal supporter of his church and finds fulfillment through the humanitarian work done there. In the past, Trevor has also raised donations for Operation Underground Railroad.

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: 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.

Experience: Administrative assistant since January 2021

Jaymie handles various administrative and creative tasks. She arrived at Modern Wealth in October 2024 via the acquisition of Petso Financial Consultants, LLC.

Some of the administrative duties that Jaymie is responsible for include taking notes in meetings, doing paperwork and follow-up, meeting preparation for advisors, running monthly review lists for all advisors, and scheduling meetings. She also creates event planning invites, social media posts, YouTube thumbnails, etc.

Jaymie was in the beauty industry before she started working at Petso Financial Consultants, LLC in 2021. She was born and raised in Boise and loves being outside and enjoying the beauty of Idaho whenever possible. Jaymie loves to cook, especially Italian food! On a normal day, you’ll find her listening to music or true crime podcasts or catching up on whatever shows she’s currently into. She also has a soft spot for animals and supports the Idaho Humane Society.

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.