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: 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: 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 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: 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.