Wealth Management in Philadelphia

Exton, PA

Wealth Management in Philadelphia

Address

300 N. Pottstown Pike, Suite 240
Exton, PA 19341

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Hours

M – F: 8am – 5pm
Sat: Closed
Sun: Closed

Phone

Call us today at (610) 524-7031

Tanu Happonen, CFP®, ChFC®

Executive Advisor and Managing Director

Exton, PA, Princeton, NJ, Annapolis, MD

Tanu Happonen, CFP®, ChFC®

Executive Advisor and Managing Director

Exton, PA, Princeton, NJ, Annapolis, MD

Department: Advisors

Experience: Wealth management since 2001

Education: Bachelor’s degree in economics and international business from Temple University

Tanu is invested in cultivating a diverse team from wide backgrounds from our Philadelphia office. He was the founder of Wealth Management Solutions, which merged with Modern Wealth in May 2024. As a CFP® Professional and Chartered Financial Consultant, Tanu has has been committed to creating financial peace for families throughout his career.

After beginning his career in wealth management in 2001 as a fund analyst, Tanu worked as a contractor in broadband engineering for nearly a decade. That entrepreneurial background gives him unique insight in helping families and businesses navigate the complexities of critical and personal financial decisions.

Tanu has lived in the greater Philadelphia area more than 25 years. As a native of Finland, Tanu is fluent in three languages. He enjoys traveling, hunting, fishing, and spending time with his wife, Debbie, and their three young children. Family and faith come first for Tanu. He’s devoted to supporting his local church and various mission organizations.

Martin Hopkins, CFP®, LLB

Executive Advisor and Managing Director

Princeton, NJ, Annapolis, MD, Exton, PA

Martin Hopkins, CFP®, LLB

Executive Advisor and Managing Director

Princeton, NJ, Annapolis, MD, Exton, PA

Department: Advisors

Experience: Wealth Management since 1998

Education: Bachelor of Commerce and Graduate Law Degree from University of KwaZulu-Natal

Martin comes to Modern Wealth following our firm’s acquisition of Wealth Management Solutions in May 2024, where he served as the CEO. His extensive background in the wealth management field also included a 20-year run as the president of Hopkins Investment Management (originally M.L. Hopkins & Co., LLC), which merged with Wealth Management Solutions in 2021.

There were several reasons why Martin was intrigued by the idea of joining the Modern Wealth team. He was eager to be part of a larger team that can assist with all the back-office stuff related to running a business, the extra time he has to assist his clients, and the extra services he can deliver to them.

As a CFP® Professional and attorney out of our Annapolis, Maryland office, Martin has always made it a point to provide unbiased professional guidance when it comes to making important decisions that impact their future. He has been a member of the National Association of Personal Financial Advisors (NAPFA) since 2003 and has served on the board of the Northeast Division.

Martin immigrated to the United States in 1996 from South Africa, where he was a senior partner in a law firm. He and his wife, Lyn, have two adult sons and three grandchildren. Martin and Lyn live in Annapolis, where he cultivated his love for boating. He enjoys exploring the inland waters of the East Coast, hiking, and new motor cars. Martin is an active leader in Church of the Nations International.

Jenny Ignarski, CFP®

Senior Advisor

Princeton, NJ, Annapolis, MD, Exton, PA

Jenny Ignarski, CFP®

Senior Advisor

Princeton, NJ, Annapolis, MD, Exton, PA

Department: Advisors

Experience: Wealth management in 1994

Education: Bachelor of Business Administration from Rutgers, The State University of New Jersey-Newark.

As a senior advisor in our Annapolis, Maryland office, Jenny helps clients achieve their goals through financial planning and personalized wealth management. In the process, she hopes to develop meaningful relationships with clients and help them dream the dreams of their hearts.

Jenny joined Modern Wealth in May 2024 following our firm’s acquisition of Wealth Management Solutions. She was a senior advisor with Hopkins Investment Management for eight-plus years before joining Wealth Management Solutions through a merger. Prior to that, Jenny’s practice was established in her 15-plus-year tenure with Ameriprise Financial Services.

The things that really excited Jenny about joining our team at Modern Wealth were the broad scope of financial planning tools and investment management services available to advisors and clients and the family feel.

Jenny is originally from Singapore and now resides in Robbinsville, New Jersey with her husband and their Shih Tzu, Gabriel. Her hobbies include walking, hiking, reading, and spending times with family and friends. She loves making a difference in people’s lives as a member of the International Association of Healing Rooms and supporting the poor through Samaritan’s Purse. Jenny ministers to the sick who sometimes are so weary from long battles with illnesses.

Melinda Kessler

Client Service Associate

Princeton, NJ, Annapolis, MD, Exton, PA

Melinda Kessler

Client Service Associate

Princeton, NJ, Annapolis, MD, Exton, PA

Department: Client Service

Experience: Wealth management since 2014

Education: Business/Marketing at West Virginia State University and Early Education at Bridge Valley Tech

Melinda provides administrative and customer service support to clients in regard to all account-related needs, such as opening new accounts, transferring assets, and completing any additional tasks as requested in a timely manner. She also manually updates private investment accounts, such as entering monthly and quarterly dividends and ensuring our clients receive their account related documents and tax documents from the private investment firms in a timely manner.

Melinda joined our team in May 2024 when Wealth Management Solutions merged with Modern Wealth. When Modern Wealth acquired Wealth Management Solutions, Melinda was excited that the clients she was working with would have additional opportunities and new technologies while continuing to work closely with her team from our Annapolis, Maryland office.

Being a single mom to her three sons, Xavier, Brayden, and Ryker, and a “mimi” to her granddaughter, Phoenix, is the most important aspect of Melinda’s life. As a previous foster parent, she continues to support local foster care organizations and manage The Foster Closet, which helps to provide children in foster care with essentials and clothing as needed. Melinda also supports Girls Night Out, which raises funds for domestic violence shelters and survivors. She also enjoys traveling, experiencing new places and foods, working out, hiking, and photography.

Danielle Powell

Client Service Director

Princeton, NJ, Annapolis, MD, Exton, PA

Danielle Powell

Client Service Director

Princeton, NJ, Annapolis, MD, Exton, PA

Department: Client Service

Experience: Wealth management since 2015

Education: Bachelor of Science from Penn State University, State College

Danielle always strives to provide excellent customer service, attention to detail- processing paperwork, and a very high sense of urgency in accomplishing any task out of our Philadelphia office. She joined our team in May 2024 when Wealth Management Solutions merged with Modern Wealth.

Prior to entering the wealth management industry, Danielle worked in the hotel and restaurant management field. Danielle worked at Ritz Carlton locations in Philadelphia and Naples, Florida, and for the West Paces Hotel Group at the Auburn University Hotel in Alabama as a restaurant manager.

Danielle and her husband, Sean, have two children, Evan and Alexis, and two dogs, Louis and Miles. Family, health, and friends are the three most important things in Danielle’s life. She also loves traveling, running, and going to concerts, Eagles football games, and new restaurants. Danielle is a proud supporter of North Star- Chester County, which is a non-profit organization that seeks to help single working parents toward stability and financial independence.

Adam Wilkins, CFP®, CSLP®

Lead Advisor

Princeton, NJ, Annapolis, MD, Exton, PA

Adam Wilkins, CFP®, CSLP®

Lead Advisor

Princeton, NJ, Annapolis, MD, Exton, PA

Department: Advisors

Experience: Wealth management since 2016

Education: Bachelor’s degree in Financial Planning

As a fintech startup founder in the tax planning space at our Philadelphia office, Adam brings a distinct expertise in tax minimization strategies. Adam enjoys crafting innovative tax solutions and developing an actionable blueprint to help clients reach their personal wealth objectives.

Adam arrived at Modern Wealth in May 2024 following a merger with Wealth Management Solutions. The merger with Modern Wealth excited Adam about being able to offer a comprehensive suite of services to meet the needs of every client.

In his free time, Adam enjoys traveling across the globe, frequenting the local gym, and dreaming up crazy business ideas.

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