Stacy helps with meeting preparation for the Glidden, Iowa office. She tracks and processes Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), bank links, death claims, new accounts, and transfers and rollovers. Stacy joined the Modern Wealth team in 2023 via the acquisition of Midwest Financial. She arrived at Midwest Financial in 2006 and has valued her experience with the Glidden team immensely.

In addition to the growth she’s had in her career, Stacy has enjoyed witnessing how her team has built relationships with clients. It means a lot to Stacy that she and her Glidden-based teammates have been a part of some of our clients’ best and hardest moments—joining them in their joy and celebration as well as sadness and grief. The family feel of the Glidden office is something that Stacy really appreciates.

Stacy and her husband, Bruce, have two daughters and two sons. Their three oldest children have grown up and moved out of the house, so she enjoys when all her kids can get back together. She loves hiking and exploring when visiting her oldest daughter in Colorado. Stacy and Bruce typically like to be active during their travels.

Experience: Client Services since 2017

Education: University of Iowa and University of Northern Iowa

Morgan is the person you’ll see at the front desk when you walk into Modern Wealth’s Glidden, Iowa office. Along with answering the phone at the front desk and greeting people with a smile when they come into the office, Morgan tackles a wide range of other tasks. Some of her other job duties include prepping all review information/agendas for Brian and Jeremiah Johnson; assisting clients with name, beneficiary, and address changes; maintaining office supplies, handling receipts, and documenting client gifting.

Morgan became a part of the Modern Wealth team in September 2023 following the acquisition of Midwest Financial. She arrived at Midwest Financial in 2017 after working for a large mortgage company in the fraud department for seven years. Prior to that, she served as a legal secretary for a small law firm.

Morgan has also owned a small business since 2016. She creates wooden signs and crafts, but mostly bakes desserts for graduations, birthdays, weddings, baptisms, and other important life events. Morgan is usually booked over 40 weekends each year. Some of Morgan’s other favorite activities include golfing, going to the lake, and beach vacations.

Experience: Started Career in October 2001 with Midwest Financial (which merged with Modern Wealth Management in 2023)

Education: On the job training with Brian D. Johnson since 2001. Assisting with many Educational Seminars Brian conducted. (Brian is a managing director at Modern Wealth’s Glidden, Iowa office).

Based out of the Glidden, Iowa office, Corine’s role with Modern Wealth has been ever evolving since the acquisition of Midwest Financial in 2023. Corine currently schedules review meetings, sets up first and second meetings for referrals, gathers information for managing director Jeremiah Johnson for meetings, and assists with many client requests, service, and research. She likes that every day is different.

Corine enjoys helping clients achieve goals and becoming true friends with them. She has treasured the relationships she’s built with clients and enjoys seeing them reach retirement and enjoying that phase of life.

Family always comes first for Corine. Corine and her husband enjoy spending time with their 3 adult children and spouses. Corine and her husband come from large families; both have eight siblings. Between them, they have 56 nieces and nephews. Corine likes going on walks, playing pickle ball, gardening/canning, and spending time outdoors.

Experience: Started career in 1983.

Education: Bachelor’s degree from Iowa State University

Prior to joining Modern Wealth, Brian was the owner of Midwest Financial from 1983-2023. He worked with families to design their retirement and estate plans. Brian continues to do a lot of wealth planning at Modern Wealth and is always thinking of how to incorporate new tax, legal, and portfolio management ideas.

Brian and his wife, JoAnn, have two children, Mandy and Jeremiah, and five grandchildren. Jeremy also serves as a managing director for Modern Wealth.

Family is the most important thing in Brian’s life. He enjoys watching his grandkids grow and giving them a hug every time he can. Brian also loves fishing, watching college football, and woodworking. He coached high school football for 30 years. Just like Jeremiah, Brian is very active in his community and supports several charities.

Experience: Started career in 2008

Education: B.B.A. from Bemidji State University

Jeremiah began his career with Voya Financial before coming to work for his father, Brian Johnson, in 2014. He really has enjoyed how Modern Wealth offers people a full scope of wealth management services.

Jeremiah met his wife, Dana, during his last semester of college, and they got married in 2015. They have four children, Weslie, Codie, Mila, and Julianna.

Fishing and woodworking are among Jeremiah’s favorite hobbies. He also gives to several charities, including Little Wildcat Daycare, Shriners International, United Charities, Scouts, food pantries, and his church. Jeremiah also serves on the local day care board, is active with Haggai Lodge, and is a fire/accident/first responder for the Ralston Fire Department.