Tony joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. Throughout his 30-plus-year career in the wealth management industry, Tony has enjoyed assisting people from various walks of life toward their financial goals. Tony holds himself to a high fiduciary standard, consistently putting clients’ needs and goals first. He works closely with Modern Wealth’s investment team to help inform his clients of the investment opportunities available to them. 

Navigating turbulence is something that Tony has a lot of experience with, whether it’s as an advisor guided clients through turbulent market cycles or as a pilot. Just like with aviation, Tony understands that wealth management involves identifying potential risks and building a plan accordingly as an individual pursues their unique goals. 

Tony graduated from Valdosta State University in 1983 and is dedicated to lifelong learning in investment advisory and financial planning. He regularly attends industry conferences and educational programs to stay current with best practices. 

Outside of Modern Wealth Management, Tony is a commercial pilot who uses his aviation skills to support humanitarian missions for various nonprofit organizations. He is also a member of the Entrepreneurs’ Organization South Florida chapter, a member of the Nova Southeastern University Ambassadors Board and Chairman of the Nova Southeastern University Ocean Advisory Board. In his free time, Tony enjoys competing on the family offshore fishing team alongside his sons, Tyler, Landon and friends as well as other Offshore boating activities. 

Sonja joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. Since starting her career in 2005, she has worked closely with clients to help them toward their financial goals. Some of the areas that Sonja specializes in include wealth management, strategic asset allocation, and retirement, tax, estate, and insurance planning. 

Sonja enjoys utilizing a systematic approach when working with clients on their financial plans — building, implementing, and reviewing the plan. It’s her goal to empower her clients to make informed financial decisions to help give them confidence as they work toward their goals. Her client base ranges from individuals and families to corporations and businesses. She strongly believes that each client should have a plan that’s centered around their unique needs, wants, and wishes. 

Sonja started her wealth management career with a large financial planning firm before joining the Legacy Wealth Management team. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2008. Sonja graduated with honors in psychology from Wesleyan University in Middletown, Connecticut.  

Sonja lives in Plantation, Florida. She also is a competitive open-water swimmer at the local, national, and international levels. Sonja is a USMS Open Water national champion and earned All-American honors and won a bronze medal in the 3,000 meters at the World Masters Swimming Championships in Canada in 2014. Along with swimming, Sonja stays active by supporting local animal rescue organizations. 

Neelie joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. She believes that becoming financially independent is the only way to experience a true sense of freedom. While many people think that financial independence is achieved via number crunching and managing investments, Neelie realized that life has a way of throwing us curveballs, and that ongoing, personalized financial planning is essential to help us achieve our life goals.  

Neelie views financial planning from a comprehensive lens and focuses on tailoring her financial plans to each client’s specific goals and situation. She strives to help her clients envision what financial freedom means to them, and to make informed decisions in order to get there. Her biggest goal is to help her clients gain confidence in their financial future. This process involves setting goals, creating a plan to work toward reaching those goals, implementing the plan, and then meeting on an ongoing basis in order to allow for life changes that may occur along the way. 

Neelie started her career as a financial advisor with another company in 2005 but quickly noticed that the company’s focus was centered around selling proprietary products. She came to LPL and LWM Advisory Services in 2010 and hasn’t looked back. Neelie appreciates working with colleagues who have the same desire to put their clients’ interests ahead of their own.  

In addition, Neelie joined the LWM Investment Committee in 2017. Her main goal was to provide updated portfolio analysis and research and analytical data from Morningstar research to help the committee make informed decisions. She also was responsible for being LWM’s portfolio trader, as she regularly updated and rebalanced the firm’s model portfolios.  

Neelie was born in St. Petersburg, Florida, but has lived in several cities in the Eastern United States. She returned to South Florida in 2004 after spending the previous eight years in the North Carolina mountains. Neelie is married with four sons and six grandchildren. Her family also has three rescue cats. Neelie’s love and compassion for animals led her to commit to a vegan lifestyle for more than 13 years. Some of Neelie’s other interests include traveling, kickboxing, Krav Maga, dancing, painting, drawing, cooking, reading, and spending time with her family.  

Joel joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. He helps individuals, families, business owners, and non-profits organizations with building financial plans that are centered around their unique needs, goals, and objectives. Along with advising a diverse client base, Joel is responsible for providing a strategic vision for Modern Wealth’s Plantation, Florida office to help generate growth and innovation.  

As a wealth advisor, Joel is committed to serving as a lifelong resource for all his clients. Joel’s wealth management career has spanned more than 26 years and has allowed him to specialize in investment management, financial and retirement planning, and risk management. 

He started his career as a junior portfolio manager and was responsible for managing a portfolio of more than $300 million for private and institutional investors. Joel then joined a Fortune 50 corporation and served as a sales director and managing principal. In those roles, he helped oversee regional sales and position the firm as a leading South Florida organization across several areas, including wealth management, insurance planning, estate planning, business planning for business owners, charitable giving, and retirement plan transfers and rollovers.  

Joel then became the head of wealth management for TotalBank, which is a wholly owned subsidiary of Banco Popular Español, S.A. As a member of the bank’s executive management team, Joel oversaw wealth management operations in the U.S. and affiliated offices in Latin America. 

Joel earned his degree in international business management with a focus on banking and finance from Northwood University. He then received his master’s degree (MBA) from The Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University.  

Joel lives in Aventura, Florida, with his wife Ana, and their children, David and Sofia. 

Marco joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. He has served as an advisor for more than 20 years, specializing in retirement and estate planning. Marco loves meeting and getting to know clients, helping them toward their financial goals. Whether it’s when he’s meeting with clients, working alongside his colleagues, or hanging out with friends, Marco lives by the Golden Rule — doing unto others as you would have them do unto you.  

Marco and his wife live in Sunrise, Florida. His hobbies include going to the beach, golfing, visiting Disney World, and reading. Marco has resided in South Florida since 1986 after moving around the country during his childhood. He was born in Los Angeles, California, and previously lived in Missouri, New York, and Virginia. Marco graduated from Nova High School and earned his bachelor’s degree in psychology from Florida Atlantic University. 

Nuri joined Modern Wealth Management in March 2026 as part of the firm’s evolution from Legacy Wealth Management, where she had been an integral member of the advisory team. During her tenure at Legacy Wealth Management, she served as an Associate Wealth Advisor, supporting client relationships, portfolio strategy, and comprehensive financial planning initiatives. With more than seventeen years of experience in the financial services industry, Nuri works closely with existing clients while also contributing to the firm’s continued growth through new business development. She is known for her disciplined approach, attention to detail, and commitment to building long-term client relationships rooted in integrity, transparency, and accountability.  

Nuri holds the Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Adviser) licenses, along with life insurance licenses. She remains committed to ongoing professional development and continuously strengthens her knowledge to better serve her clients in an evolving financial landscape. 

Nuri resides in Fort Lauderdale, Florida, with her husband, Jeremy. Outside of her professional work, she enjoys exploring diverse culinary experiences, traveling, and engaging with different cultures. She also designs jewelry, practices yoga, enjoys reading, and values meaningful time with family and friends. 

Andrea joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. Andrea functions as a key liaison among clients, financial advisors, and custodial partners, directing daily administrative workflows and supporting efficient execution of business operations.  Andrea joined the team at LWM in 2019 and served as a Client Services Supervisor. 

In addition to her background in client services, Andrea has more than 25 years of experience in retail leadership. Throughout her career in retail, Andrea focused on putting the needs of clients first and living by the Golden Rule. She has always believed that it’s important to treat those around you as you would want to be treated.  

Andrea has lived in South Florida for nearly three decades and is originally from New York. She and her husband, Jason, enjoy traveling internationally and have taken trips to Ireland, Norway. and Sweden. Andrea loves spending time with family, including her pets. 

Val joined the team in March 2026, when Legacy Wealth Management transitioned to Modern Wealth Management. She specializes in retirement plans and partners with organizations to design, implement, and provide ongoing support for their retirement plan needs. Val oversees essential due diligence processes, maintains documentation, benchmarks plans for pricing, and negotiates with providers. She also assists with investment menu selection and monitoring, and delivers bilingual employee education. 

Val brings more than 20 years of experience in the employee benefits industry. Fifteen of those years were dedicated to helping organizations optimize their retirement plans across various recordkeeping platforms. Recognizing a growing need for specialized retirement plan expertise, she later became an independent consultant—an experience that enabled her to broaden her impact and share her knowledge more widely. 

Val earned her bachelor’s degree in Business Administration and her master’s degree in International Business from Florida International University. She holds the AIF® and CPFA® designations and is currently pursuing her CFP® certification. In addition, she maintains several industry licenses, including Life, Health, and Variable Annuity (215), as well as Series 6, Series 63, and Series 65. She previously held her Series 6 license with LPL Financial and her Series 63 and Series 65 licenses with LWM Advisory Services. 

Outside of work, Val enjoys spending time with her husband and three sons. She loves to travel and has visited more than 50 countries. She is also actively involved in supporting and volunteering with local nonprofit organizations throughout South Florida. 

Margarita joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management, bringing with her over two decades of institutional knowledge and operational excellence. Having originally joined the firm in 2000, Margarita has been a steady and trusted presence through its growth and evolution.  

In her role, she oversees a wide range of administrative functions and plays a vital role in supporting the daily operations of Modern Wealth’s Plantation, Florida office. Additionally, she conducts internal audits for compliance purposes and regularly explores opportunities to elevate the Modern Wealth’s value proposition and efficiencies. Margarita’s attention to detail, dedication, and forward-thinking approach helps the organization run smoothly and support consistent, high-quality client service. 

Outside of the office, Margarita enjoys life in Margate, Florida with her husband, Mitch and their son, Christian. She has a passion for traveling and cherishes time spent with friends and family.  

Alexa joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. As a client services associate, she guides clients through Modern Wealth’s services, addressing initial questions they may have, and helps to create a welcoming experience.  

She joined LWM in 2024, serving in a dual role as a part-time client service associate and first impression associate. Alexa graduated from Florida Atlantic University with a bachelor’s degree in health science. She is passionate about science and well-being and aspires to be a registered nurse. Alexa worked in retail for about four years, where she gained experience in customer service, managing financial transactions, and providing details on merchandise. 

Experience: Retirement Plan Services since 2024
Education: Bachelor of Arts in Elementary Education, Florida Atlantic University 

Aliza assists the retirement plan team with client service, plan administration, and participant communications. Her responsibilities include preparing client materials, supporting enrollments and education initiatives, coordinating plan updates, and helping ensure a smooth experience for both plan sponsors and participants. 

Aliza joined Legacy Wealth Management in January 2024 and continued with the firm following its transition to Modern Wealth Management. Prior to entering the retirement plan industry, she spent more than a decade in education and instructional design, developing curriculum, training programs, and learning materials. That experience helps her turn complex information into clear, practical guidance for clients. 

Aliza lives in Las Vegas with her husband and daughter. Outside of work, she enjoys crafting, reading, and exploring new places around Nevada. 

Shannon joined the team in March 2026 when Legacy Wealth Management transitioned to Modern Wealth Management. She brings more than 10 years of experience in accounting and administration. 

Shannon originally joined Legacy Wealth Management in 2019 as an operations assistant and executive assistant. Today, she serves as executive assistant for Modern Wealth. 

In addition to her work with Modern Wealth, Shannon is a self-employed professional. For the past five years, she has provided bookkeeping and accounting services through SDP Accounting Services, LLC. She has also spent more than a decade delivering personalized concierge and administrative support services to small and medium-sized businesses through That Girl Friday. 

Shannon grew up in New Jersey and relocated to Florida after graduating from Wesley College in Delaware. She values spending quality time with family and friends and has a strong appreciation for travel, particularly the opportunity to learn about diverse cultures and global perspectives. 

Tyler joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. With a strong background in finance and a skillset in strategic marketing, he helps communicate how Modern Wealth tailors financial plans to align with each client’s unique goals. 

He earned both his Bachelor’s degree in Finance and his Master’s degree in Risk Management and Insurance from Florida State University. 

In addition to his work in wealth management, Tyler serves as a U.S. Air Force officer, exemplifying leadership, discipline, and a deep commitment to service. Born and raised in Fort Lauderdale, he is also the founder of an offshore fishing team that competes to raise funds for charitable organizations such as the NSU Guy Harvey Oceanographic Research Center. 

Angelica joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. She assists with daily administrative and support tasks that are paramount to serving our clients.  

Angelica realized her passion for client services as she started her career in real estate operations in Miami. She assisted agents with various elements of transactions, showcasing her work ethic and how much she enjoys helping others.  

Angelica resides in Broward County after growing up in Miami, Florida. She enjoys the outdoors, traveling, and spending time with family. Angelica also has a passion for event planning and loves to host dinner parties with her family and friends.