Hours
M – F: 8:00am – 4:00pm
Sat: Closed
Sun: Closed
Phone
Call us today at (904) 281-9261
Address
5150 Belfort Road, Suite 702,
Jacksonville, FL 32256
Lindsey Hall, FPQP®
Paraplanner
Jacksonville, FL
Lindsey Hall, FPQP®
Paraplanner
Jacksonville, FL
Department: Client Service
Lindsey joined the team in August 2026 when Sanchez Wealth Management Group became Modern Wealth Management. She assists advisors in delivering thoughtful, client-focused planning solutions while maintaining a high standard of service and professionalism.
Lindsey looks forward to contributing her skills and knowledge as a member of Modern Wealth’s Jacksonville, Florida office. She holds her FPQP® designation and is passionate about assisting advisors throughout the financial planning process.
Balancing her professional growth with the things she loves most keeps Lindsey motivated and energized. She enjoys spending time outdoors and spending time with her family. She is also a big fan of the Ohio State Buckeyes and Philadelphia Eagles.
Jennifer Koeller
Director of Operations
Jacksonville, FL
Jennifer Koeller
Director of Operations
Jacksonville, FL
Department: Internal Operations
Jennifer joined the team in August 2026 when Sanchez Wealth Management Group became Modern Wealth Management. She oversees crucial aspects of the firm’s operations, including compliance duties, onboarding new clients, day-to-day operations, money movement and lead to Modern Wealth’s Jacksonville team.
Jennifer’s career in the financial and insurance industry has spanned more than 30 years. Prior to joining Sanchez Wealth Management Group; Jennifer successfully owned and operated her own businesses. Doing so helped her develop a skillset and deep understanding of running businesses to her current position. While Jennifer has been honored to receive numerous professional recognition and awards throughout her career; her true passion lies in building a strong, lasting relationship with clients based on trust and open communication.
Centered around her faith, Jennifer strives to bring a positive and compassionate approach to every interaction she has. You will always find her with a smile on her face and a genuine desire to help others. Whether it is assisting clients with their financial needs or supporting her colleagues, she is dedicated to fostering a supportive and uplifting environment.
In her spare time, she loves to travel the world with her family and friends exploring, hiking, and engaging in their customs. She enjoys plants, performing arts, sports, reading, movies, hot chocolate and volunteering. She is an avid Marine Life enthusiast.
Joshua Mandelkorn, CFP®
Senior Advisor
Jacksonville, FL
Joshua Mandelkorn, CFP®
Senior Advisor
Jacksonville, FL
Department: Advisors
Joshua joined the team in August of 2026 when Sanchez Wealth Management Group became Modern Wealth Management. Nothing brings him more joy than assisting individuals and families on their financial journeys. He provides personalized guidance to help individuals pursue their financial goals. Joshua partners with clients through regular review and strategy meetings, manages investment research and portfolio trading, and designs personalized financial plans tailored to their unique needs and long-term goals.
Joshua began his career in the financial industry at E*TRADE Financial, where he discovered his passion for assisting individuals and families with their financial needs. He further honed his skills at Fidelity Investments before joining Sanchez Wealth in 2013.
As a CERTIFIED FINANCIAL PLANNER® (CFP®), Joshua stays up to date with industry trends and regulations. This ensures his clients receive current advice and strategies for their complex financial challenges. Joshua is committed to empowering his clients to pursue their financial goals.
Outside of work, Joshua is an avid sports enthusiast, cheering on his UCF Knights, New York Knicks, and the Jacksonville Jaguars. However, his greatest joy comes from spending quality time with his family, friends, and dogs, Barrett and Knicki. His commitment to personal relationships translates into his professional interactions, fostering trust and open communication.
Dawn Nicoles, CFP®, RICP®, BFA™
Executive Advisor
Jacksonville, FL
Dawn Nicoles, CFP®, RICP®, BFA™
Executive Advisor
Jacksonville, FL
Department: Advisors
Dawn joined Modern Wealth Management in August 2026, bringing more than 24 years of experience in helping clients make confident financial decisions through thoughtful guidance and personalized, goals-focused planning.
Her path into financial planning began with a deep desire to help others. Growing up, Dawn witnessed firsthand how financial stress can impact lives, and that experience shaped how she approaches her work today. She discovered early on that financial planning is about more than managing numbers; it’s about empowering people to work toward their life’s goals.
Dawn is driven by the stories behind every financial decision. Money is a tool, but the purpose behind it is deeply personal. Whether it’s securing a family legacy, planning for retirement, purchasing a dream home, or ensuring confidence, Dawn believes in creating financial strategies that reflect who her clients are and what they care about most. She gets to be part of these important moments, building relationships that last a lifetime.
Dawn holds the CFP®, RICP®, BFA™, reflecting her deep commitment to technical knowledge across financial planning, retirement income strategy, and behavioral finance.
Outside the office, Dawn enjoys spending time with her dog, Jax, exploring the world with her husband, Michael, engaging in community service, and continuously learning new ways to better serve the clients she works with.
RICP® conferred by The American College of Financial Services.
Alexandria Sanchez
Client Service Associate
Jacksonville, FL
Alexandria Sanchez
Client Service Associate
Jacksonville, FL
Department: Client Service
Alexandria joined the team in August 2026 when Sanchez Wealth Management Group became Modern Wealth Management.
With a strong commitment to delivering high-level client experience, she plays an integral role in fostering lasting client relationships. As a trusted member of the team, she works closely with Director of Operations Jennifer Koeller in the firm’s Jacksonville, Florida office to coordinate client service initiatives, streamline internal processes, and help maintain the high standards of professionalism and personalized attention that define the firm.
A Jacksonville, Florida native, she believes that success is built on balancing a rewarding career with a fulfilling personal life. Outside the office, she enjoys spending quality time with family and friends, roller skating, relaxing at the beach, and taking long walks with her beloved dog, Piper.
Chris Sanchez, CFP®, CFS, AIF®
Managing Director
Jacksonville, FL
Chris Sanchez, CFP®, CFS, AIF®
Managing Director
Jacksonville, FL
Department: Advisors
Chris joined the team in August 2026 when Sanchez Wealth Management Group became Modern Wealth Management. He is the managing director of Modern Wealth’s Jacksonville, Florida office.
From an early age, Chris learned the value of strength, independence, and financial responsibility. Raised by his mother alongside two siblings, he witnessed firsthand the challenges of making ends meet and the importance of financial confidence. Like many members of the Baby Boomer generation, his family faced financial hardships, instilling in him a strong work ethic and a deep appreciation for financial security. Those early experiences inspired his lifelong passion for helping others pursue financial confidence and their long-term goals.
Chris believes that when you truly love what you do, work becomes a calling rather than a job. His passion for investing and helping people has been the driving force behind his nearly three-decade career. He oversees portfolio construction, investment research, investment strategy, and risk management, guiding clients through every stage of their financial journey. Throughout his career, he has successfully helped clients navigate some of the most challenging market environments, including the Tech Bubble, Financial Crisis of 2008-2009, and the economic uncertainty surrounding the COVID-19 pandemic.
He earned a Bachelor of Business Administration from the University of North Florida with concentrations in corporate finance and economics. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) and an Accredited Investment Fiduciary® (AIF®), reflecting his commitment to the highest standards of professionalism, ethics, and fiduciary care.
Chris began his financial services career in 1997 with Principal Financial Group, where he developed a strong foundation in estate and financial planning as a registered representative and agent. In 2000, he established his own independent investment practice, driven by a vision of providing objective, personalized financial guidance. That vision led him to found Sanchez Wealth Management Group, LLC as a Registered Investment Adviser in 2013.
Outside of the office, Chris is an active member of his community and Our Lady of the Star Catholic Church in Ponte Vedra. He and his wife, Jeannie, and proud parents of two daughters, Sabrina and Alexandria. Family is at the center of everything he does. Whether barbecuing in the backyard, exploring the country together in their RV, enjoying a round of golf, or spending quality time together, Chris treasures the moments shared with his family. They remain his greatest source of inspiration and the driving force behind his commitment to helping other families build lasting financial security and peace of mind.
Modern Wealth Management Jacksonville (formerly Sanchez Wealth Management Group)
Northeast Florida is a place people move to on purpose. Retirees and pre-retirees arrive for the coast, the communities, and the tax climate. Professionals build careers at the region’s anchor employers in healthcare, finance, and logistics. Military families put down roots around NAS Jacksonville and Naval Station Mayport. And many of them discover the same two things: moving to a state with no income tax does not mean the tax planning is done, and a retirement that could last 30 years needs a real plan for longevity, inflation, the timing of market returns, and healthcare costs.
The Modern Wealth Jacksonville team is built for these questions. They bring years of retirement income and risk planning experience, deep roots in the Jacksonville community, and the full Modern Wealth Advantage to clients throughout Jacksonville, the Beaches, and Northeast Florida.
Enjoy. Prepare. Connect.
At Modern Wealth Management Jacksonville, our goal is the same as it is across every office in our network: to help you enjoy today, prepare for tomorrow, and connect with the causes and the people you care about most. That’s what drives every conversation we have, every plan we build, and every review we conduct alongside you.
A Team That Works Together for You
Your Jacksonville advisor team has spent years helping clients develop strategies designed to turn savings into retirement income. They work alongside subject matter specialists in tax planning, estate planning, insurance, and investment management, all collaborating on a connected plan that addresses every part of your financial picture.
Advantage Offerings: Jacksonville
Tax Planning
Plan throughout the year with tax efficiency in mind.
Florida has no state income tax, but that doesn't mean your tax planning is finished. Your Jacksonville advisor team works alongside Modern Wealth's tax professionals year-round on the decisions that still matter: the timing of Roth conversions, Required Minimum Distributions, Medicare income thresholds, charitable giving, and the opportunities that come with establishing Florida residency. In the years just before and after retirement, year-round coordination between your financial plan and tax strategy may help improve tax efficiency and support more informed financial decisions, depending on your individual circumstances.
Investment Management
Investments built for the retirement you’re planning for.
When you're near or in retirement, the order in which market returns arrive can matter as much as the returns themselves. Your Jacksonville advisor team builds disciplined portfolios designed with that reality in mind, using a goals-based approach built on low-cost index funds and ETFs, complemented by individual securities where they add real value. Products are tools, not strategies. Your investment strategy starts with your goals, your timeline, and your risk tolerance, and stays connected to your plan as markets and life change.
Estate Planning
Protecting the people and causes you care about most.
Estate planning is about more than the right documents. It's about making sure your wishes are clear, legally sound, and woven into every part of your financial plan. Your Jacksonville advisor team works alongside Modern Wealth's estate planning specialists to align your wills, trusts, beneficiary designations, and succession plans with your broader goals, including for families whose lives and property span more than one state.
Insurance Planning
Planning for the unexpected.
Healthcare costs are typically among the largest and least predictable expenses in retirement. Your Jacksonville advisor team evaluates your existing coverage, identifies gaps, and considers protection for long-term care alongside your broader plan, preserving your lifestyle and your savings so that life's unexpected moments don't derail the progress you've worked hard to make.
Company Retirement Plans
Helping your team build confidence for their future.
If you own or manage a business in Jacksonville or Northeast Florida a well-designed company retirement plan can enhance your overall employee benefits program. Your Modern Wealth advisor team helps design, manage, and provide fiduciary oversight for company retirement plans, including plan design, investment menu selection, compliance support, and employee financial education, helping your people build real confidence about their own financial futures.
Tax Planning
Plan throughout the year with tax efficiency in mind.
Florida has no state income tax, but that doesn't mean your tax planning is finished. Your Jacksonville advisor team works alongside Modern Wealth's tax professionals year-round on the decisions that still matter: the timing of Roth conversions, Required Minimum Distributions, Medicare income thresholds, charitable giving, and the opportunities that come with establishing Florida residency. In the years just before and after retirement, year-round coordination between your financial plan and tax strategy may help improve tax efficiency and support more informed financial decisions, depending on your individual circumstances.
Investment Management
Investments built for the retirement you’re planning for.
When you're near or in retirement, the order in which market returns arrive can matter as much as the returns themselves. Your Jacksonville advisor team builds disciplined portfolios designed with that reality in mind, using a goals-based approach built on low-cost index funds and ETFs, complemented by individual securities where they add real value. Products are tools, not strategies. Your investment strategy starts with your goals, your timeline, and your risk tolerance, and stays connected to your plan as markets and life change.
Estate Planning
Protecting the people and causes you care about most.
Estate planning is about more than the right documents. It's about making sure your wishes are clear, legally sound, and woven into every part of your financial plan. Your Jacksonville advisor team works alongside Modern Wealth's estate planning specialists to align your wills, trusts, beneficiary designations, and succession plans with your broader goals, including for families whose lives and property span more than one state.
Insurance Planning
Planning for the unexpected.
Healthcare costs are typically among the largest and least predictable expenses in retirement. Your Jacksonville advisor team evaluates your existing coverage, identifies gaps, and considers protection for long-term care alongside your broader plan, preserving your lifestyle and your savings so that life's unexpected moments don't derail the progress you've worked hard to make.
Company Retirement Plans
Helping your team build confidence for their future.
If you own or manage a business in Jacksonville or Northeast Florida a well-designed company retirement plan can enhance your overall employee benefits program. Your Modern Wealth advisor team helps design, manage, and provide fiduciary oversight for company retirement plans, including plan design, investment menu selection, compliance support, and employee financial education, helping your people build real confidence about their own financial futures.
Measure Your Confidence
The Modern Confidence Score is your starting point for understanding how well your financial plan is working for you. We’ll work together to evaluate your score as we connect you to our Advantage Offerings across financial planning, taxes, estate, insurance, and investments. .
FAQs
Modern Wealth Management acquired Sanchez Wealth Management Group in September 2026. The firm was built in Jacksonville by Chris Sanchez around proactive wealth management and planning for the four main risks of retirement: longevity, inflation, the timing of market returns, and healthcare costs. The team continues serving clients from the same office on Belfort Road with the same personalized, fiduciary guidance their clients have trusted, now backed by the full Modern Wealth Advantage.
Yes. The advisors and support team you know continue serving Jacksonville clients from the same office, now with Modern Wealth specialists in tax, estate, insurance, and investments working alongside them.
Yes. Retirement income planning has been central to this team's practice for years. That means going beyond a portfolio to build a plan for how your savings become dependable income: when to draw from which accounts, how to manage taxes on the way out, when to take Social Security, and how to keep a market downturn early in retirement from changing your plans. If you're wondering whether your savings are ready to become a paycheck, start a conversation with us.
All the time. Northeast Florida attracts people from across the country, and a move here comes with real planning questions: establishing Florida residency, updating estate documents drafted in another state, and rethinking a tax strategy that was built around a state income tax you no longer pay. Your Jacksonville advisor team helps new Floridians put the pieces in order, identifying planning opportunities in the first year or two can potentially be missed.
A Registered Investment Advisor is a person or firm that provides investment advice and manages portfolios on behalf of clients. RIAs are registered with the SEC or state securities regulators and are held to a fiduciary standard, which requires them to act in the client's best interest and disclose material conflicts of interest. When you work with a Modern Wealth advisor in Jacksonville, you're working with a registered investment adviser committed to providing advice designed to help you pursue your financial goals.
Fiduciary is more than a word we use in our marketing. It's a legal standard established under the U.S. Investment Advisers Act of 1940, requiring our advisors to act in your best interest, eliminate or fully disclose any conflicts of interest, and place your goals above everything else. The Modern Wealth Jacksonville team has operated under this standard throughout their careers.
Our compensation for advisory services does not include commissions, referral fees, or third-party payments. This structure is designed to align our advisor team’s interests with helping you make progress toward your goals. We do not receive compensation for promoting specific investment products. Your goals are at the center of the advice we provide.
Our Jacksonville office serves individuals, families, and professionals throughout Northeast Florida, including Jacksonville, Jacksonville Beach, Ponte Vedra Beach, Nocatee, St. Augustine, Orange Park, Fleming Island, Amelia Island, and surrounding communities. We also work with clients across Florida and nationally on a remote basis. Get your Modern Confidence Score today to start a conversation with our Concierge team.
The best way to find out is to start with your Modern Confidence Score. Our Concierge team will assess where you stand across all areas of your financial life, including taxes, estate, insurance, investments, and overall planning. They'll answer your questions about our services and connect you with the right advisor for your needs. We work primarily with individuals and families who have $500,000 or more in investable assets, though we evaluate each situation individually. At minimum, you'll come away with useful perspective, and we think you'll get a clear sense of whether this is the right partnership.