Cydney has a wide range of responsibilities, including answering technology questions, processing deposits and withdrawals, updating any account paperwork, processing charitable donations, and answering client questions.

Before Modern Wealth Management, she worked in service to U.S. veterans who were looking to obtain or increase their disability benefits. Her favorite thing about Modern Wealth is the firm’s community and family feel. She’s thankful that every person in the organization has the clients’ best interest at heart and are always looking on how they can make the client experience better.

Cydney loves going to Table Rock Lake with her family, traveling, hiking, surfing, and reading. She moved to the Pacific Northwest to be able to do my favorite hobbies when she’s not working.

Nic’s job duties range from completing the morning alerts every day to working on client paperwork for Required Minimum Distributions, Roth conversions and model changes, to assisting with servicing the annuity accounts. He really enjoys the small business and family atmosphere that Modern Wealth provides for its staff and clients. It’s rewarding for Nic to help people in a way that helps them feel more secure about their future.

Working at Modern Wealth has shown Nic that it is possible to work hard, do a good job, and have a great work-life balance. He enjoys spending time with loved ones and family, collecting records, cassettes, and movies, going to concerts, bowling, surfing, and working on cars. Nic is an avid heavy metal fan and will take almost any opportunity to see live music.

Shane dedicates himself to helping his clients achieve financial independence, allowing them to retire with more confidence that they’re doing the right things with their money, freedom from financial stress, and time to spend doing the things they love. As a father and a grandfather, Shane understands that there are far more important things in his clients’ lives than money, and he works diligently to ensure that they can focus on those things.

Having spent nearly 20 years behind the scenes in the manufacturing industry, he gained a deep and unbiased knowledge of how the real economy works. Because of that experience, he believes that understanding the complex relationship between the economy and the financial markets is paramount in managing risk, providing sound advice and implementing wise solutions. His approach, of building a well-crafted wealth management plan that integrates the four pillars of asset management, tax planning, risk management, and estate planning puts the focus where it should be, on the clients’ best interests.

For Shane, the saying “you only get one life, so you should live it the best way you can” is the driving force behind his work for his clients…helping them to live their lives, the best way they can. Shane holds the Registered Financial Consultant (RFC) designation and has passed his series 7 and 66 exams.

Host of America’s Wealth Management Show and The Guided Retirement Show

Dean Barber is a managing director at Modern Wealth Management. After serving as the CEO and founder of Barber Financial Group, he was thrilled to team up with Modern Wealth co-founders Jason Gordo, Mike Capelle, and Gary Roth in effort to provide a full scope of wealth management services to people nationwide. 

Dean has always had the goal to help as many people as possible with getting them to and through retirement. He accomplished that and more with the team of CFP® Professionals, CPAs, estate planning specialists, insurance experts, and other professionals he built at Barber Financial Group.  

Under Barber’s leadership, the Barber Financial Group brand became a staple of the financial services industry in the Kansas City area. In 2009, Barber Financial Group took a big step forward Bud Kasper’s Lee’s Summit, Missouri-based team from Kasper Steck Wealth Management came aboard. Kasper and former Osiwala Financial Group President and CEO Ken Osiwala joined Barber as managing directors of Modern Wealth.  

Dean enjoys that his work quite literally has a family feel to it at Modern Wealth. His brother, Shane, is an executive advisor, two of his five children, Nic and Cydney, are on the client services team, and his nephew by marriage, Chad Webb, is the head of growth operations. One last fun act about Dean is that his career began with Waddell & Reed on October 19, 1987, also known as Black Monday, which marked the worst stock market crash in Wall Street’s history. 

Education: Bachelor of Business Administration and Accounting; Master’s degree in Account with a tax focus

Experience: Tax since 1998

Suzanne enjoys meeting with clients to discuss their tax planning options. She has spent much of her career as a tax manager at regional CPA firms. Outside of work, Suzanne enjoys spending time with her family, traveling, walking, quilting, and volunteering.

Experience: Administration since 2016 

Education: Degree in liberal arts from St. Mary’s College 

Since joining the Modern Wealth team in January 2026, Maria has coordinated deliverables for the firm’s tax planning process. She streamlines communication, organizes documentation, and keeps projects moving so the team can stay focused on strategy and client impact. 

Maria began her administrative career during summers while she was teaching. She managed logistics for training seminars and honed her talent for creating structure in fast-paced settings. She later transitioned into an Executive Assistant role, where she enjoyed the mix of strategic support, detail management, and relationship-building. 

Maria was drawn to Modern Wealth because of its energy and momentum. She was excited to join a company during a period of rapid growth and be a part of evolving its processes and carving out new ways to serve clients.  

Outside of work, Maria enjoys traveling, hiking, gardening, and reading. A fun fact about Maria is that she spent three years teaching Latin to high schoolers. 

Experience: Financial Services since 2023; Client and Account Management since 2009 

Education: Bachelor of Arts in Business Management and Master of Arts in Organizational Leadership from MidAmerica Nazarene University 

Jeremy joined the Modern Wealth team in June 2025 as a senior advisor and is based in the Lenexa, Kansas office. Throughout Jeremy’s life, helping others has been an integral part of who he is. He strives to make sure every client feels heard, to understand their unique story, and the dreams and goals they’re working toward before investing their money.  

Jeremy has been interested in finance from a young age when his grandfather taught him the value of a dollar. As a senior advisor, Jeremy creates and executes entrepreneurial prospecting strategies that drive client acquisition and foster sustainable growth, while navigating multidisciplinary sales efforts for Modern Wealth clients. He identifies and capitalizes on emerging market opportunities, leveraging a combination of data analysis and relationship-building to connect with ambitious investors to build their portfolios.  

Prior to joining the financial services industry, Jeremy was a seasoned sales executive with over a decade of leadership experience in the telecommunications and consumer electronics industry, driving growth across national retail and carrier channels. He previously served as the Director of Carrier Sales for North America at Motorola Mobility and held progressive leadership roles at Sprint Corporation, culminating as Director of National Retail Sales and Operations. 

Jeremy strives to be the best version of himself to be a positive role model to his two beloved daughters. Some of his favorite hobbies include hiking and being outdoors, coaching his daughters’ volleyball teams, weight training, leading an active lifestyle, and playing golf. Along with coaching them in volleyball, some of Jeremy’s favorite memories with his daughters include hiking trails at Zion National Park, Pink Coral Sand Dunes and the Grand Canyon, trips to the lake and pool, and teaching them to play golf.

A few fun facts about Jeremy are that he earned the Eagle Scout Award at the young age of 15 and got to run the Olympic Festival torch two cities blocks when he was in high school. 

Education: Bachelor of Science in Criminal Justice with a minor in Psychology from the University of Nebraska-Lincoln

Since joining the Modern Wealth team as a Client Service Specialist in September 2024, Rhonda has enjoyed supporting advisors with paperwork, financial transactions, and a variety of service-related needs. She takes pride in building personal connections with clients and helping ensure their financial needs are handled with care and attention. Rhonda appreciates feeling valued at MWM and enjoys working alongside a supportive, collaborative team dedicated to serving clients well.

Rhonda’s career in the financial services industry started in 2006 with a financial advisory firm based in Overland Park, Kansas. She has worked in the Kansas City area since 1999, previously working at a law firm and litigation support company in downtown Kansas City, Missouri. Following her graduation from the University of Nebraska-Lincoln, Rhonda worked in the Criminal Appeals Division of the Nebraska Attorney General’s Office.

Rhonda and her husband, James, are proud parents to their two sons, Koby and Carson. Their home is also shared with three rescue dogs whose unique personalities keep life fun and lively. Outside the office, Rhonda loves learning about Koby’s different interests and adventures and supporting Carson’s passion for baseball. She also likes unwinding with a good mystery novel and cheering on her favorite sports teams. She’s a passionate baseball and softball fan, enjoys college volleyball, and faithfully follows Husker athletics year-round—along with the Kansas City Royals and Chiefs. One memorable highlight: Rhonda marked her 50th birthday by going skydiving, an experience she won’t forget!

As Head of Advisory Services at Modern Wealth Management, Logan partners closely with regional offices to accelerate growth and enhance the client experience. He oversees our Advantage Offerings—financial planning, tax, estate, insurance, and investments—working with advisors to help clients gain greater confidence in their financial lives.

Prior to his current role, Logan served as an Executive Advisor in our Lenexa office. His hands-on experience with clients has shaped how Modern Wealth Management delivers personalized service and empowers advisors to better meet client needs.

Outside of work, Logan values time with his family above all else. He and his wife are proud parents of two daughters. When he’s not working or spending time with family, Logan enjoys golfing and watching sports.

Education: Bachelor of Science in business administration from the University of Northern Colorado 

Nicole returned to the wealth management industry when she joined the Modern Wealth team in September 2025. She collects and organizes client information and documents required for tax preparation and planning purposes. Nicole performs clerical tasks, such as scanning, billing, and documentation to support tax preparation and filing process.  

Nicole previously served as an administrative assistant for an environmental engineering firm called Geosyntec Consultants in Overland Park, Kansas, where she focused on office management and preparation/editing of client deliverables. She also has six years of experience as a senior administrative assistant at Plante Moran in Denver, Colorado. At Plante Moran, Nicole supported a large team of partners and managers and focused on assisting clients with outsourced and contract accounting needs.  

Nicole and her husband, Josh, have three children, Elise, Eleanor, and Everett, and a shih tzu, Duke. Her family enjoys spending time outdoors, going on bike rides, swimming at the lake, and supporting her children’s many activities. Some of Nicole’s other hobbies include reading, DIY house projects, and attempting to keep her house plants alive. Nothing makes her happier than a coffee and a trip to the nursery to browse plants! 

Experience: Wealth management since July 2007

Education: B.S. Business Management

Will began a new chapter in his career in February 2025 when he was promoted to the position of Managing Director of the Lenexa, Kansas office. He will work alongside fellow Lenexa Managing Director Dean Barber and Director of Operations Jessica Hamm to support our advisors and clients, foster our exceptional culture, and drive the growth of the Lenexa office.

Will has showcased his dedication, adaptability, and exceptional skills by taking on a multitude of roles within the organization. In July 2007, he started with Barber Financial Group (which became Modern Wealth in April 2023) as a part of the calling team. He played an instrumental role early on in his career by scheduling initial meetings for advisors and establishing client review cycles during the challenging times of 2008. He has consistently demonstrated his commitment to our clients and our firm.

In 2009, Will took on the position of new accounts manager, where he excelled at producing, submitting, and tracking account transfers. His collaboration with Bruce Godke during this time laid the foundation for his future success. By 2010, Will transitioned to the role of paraplanner, supporting Bruce and becoming one of the leading advisor-paraplanner teams at Barber Financial Group.

Will’s determination to grow and succeed continued as he became licensed and took on the advisor role. He led the tech committee, explored Fintech advancements, and mastered Salesforce, contributing significantly to the firm’s growth. Will’s leadership and expertise helped his team achieve remarkable milestones, including being the first to hit $250 million in AUM.

In 2021, Will earned the title of partner and took on the role of Director of Financial Planning. Working closely with Angelica Mitchell, he ensured every new client plan was meticulously crafted, analyzed scenarios, and developed planning tactics to elevate clients’ success. That helped set the stage for him to serve in his current role of Managing Director.

Will is married and has three children. Prior to having kids, Will played a lot of golf, and he also became a pilot in his 20s. One of Will’s favorite things to do is cook and smoke meat, especially for meals with friends and family.

Whenever Will gets the chance to support charities, he usually jumps at them. Some of the main charities he supports are Ronald McDonald House, Henson’s Heroes, St. Jude Children’s Research Hospital, and Shriners International.

Experience: Started Career in 2014 

Education: B.S. in Finance 

Jeff meets with clients to make sure their retirement plan is successful so they can enjoy their non-working years. He feels fortunate that other Modern Wealth team members are more like family and cherishes the relationships he’s built with our clients.

Jeff and his wife, Kelsey, have three Shelties, Moose, Kali, and Rip. They’re both from Nebraska and moved to the Kansas City area in 2014. Jeff’s favorite hobbies include golfing, going to MLB and NFL games, and traveling to beaches and mountains

He’s passionate about supporting a variety of charitable causes, including cancer charities, Alzheimer’s charities, and animal shelters/rescues. Jeff loves to help people in any way he can.

Experience: Financial Planning since 2004

Education: Bachelor of Business Administration in Finance

As a financial planner, Nate works directly with clients to help them accomplish their retirement goals. His vision has always been to simplify his clients’ lives and to help them navigate their finances in a way that’s logical and easy to understand.

Nate joined the Modern Wealth team in 2024 following the acquisition of Fiser Group in Lenexa, Kansas, which served as somewhat of a full-circle career moment for him. When Nate started his career, he was officed next to Modern Wealth Managing Director Dean Barber. Dean graciously allowed Nate to sit in on client meetings early on in his career. Nate attests that he learned more through that experience than he ever could have in a classroom. He was excited when the opportunity came about for him and Fiser Group to join forces with Dean and the rest of the Modern Wealth team.

Nate started the financial planning department at Fiser Group in 2004. Upon joining the Modern Wealth team, he was excited about how the firm offers a broad range of investment management resources that deliver cutting edge investment options.

Nate lives in Shawnee, Kansas, with his wife, Alisa, and children, Kate and Wesley. He enjoys spending time with family and friends, working outside and supporting the Kansas City Chiefs, Kansas City Royals, and Kansas State Wildcats. Nate is a board member of the International Essential Tremor Foundation (IETF) and the Shawnee Chamber of Commerce.

Experience: Finance since 2011

Education: Bachelor and Master of Accountancy from Kansas State University

Shane prepares financial statements and assists with payroll, tax returns, other government filings. He arrived at Modern Wealth in 2024 after the acquisition of Fiser Group in Lenexa, Kansas. Shane began his career at Ernst and Young and worked there for two years before joining Fiser Group in 2013.

In addition to spending several years in the public accounting sector, Shane headed up Fiser Group’s insurance department, which covered property and casualty and life insurance policies and writes for individuals and businesses alike.

Shane and his wife, Brenna, have three sons and reside in Shawnee, Kansas. Faith and family are very important to Shane. He enjoys spending time with family and friends, especially going to the lake and attending sporting events. Shane also likes to play video games, exercise, and coach youth sports.

Experience: Accounting since 2000

Education: Bachelor of Science in Management and Accounting

Some of Merdad’s main job duties are preparing financial statements, tax returns, tax research, and preparing information related to tax returns requested by State and Federal agencies. Merdad takes a proactive approach in problem solving by providing various options in resolving clients’ tax and accounting issues.

Merdad joined the Modern Wealth team in 2024 following the acquisition of Fiser Group in Lenexa, Kansas. He began working at Fiser Group in January 2000.

Family, health, and his career are the three most important things in Merdad’s life. He is married and enjoys cooking and watching movies and football games (mainly the Kansas City Chiefs).

Jason joined the Modern Wealth Management team in March 2015 as an administrative assistant. He has a wide range of experience in the financial services industry, previously working in the banking venue before expanding his career into wealth management firms.

As a native Kansan, Jason attended Emporia State University after high school. He then worked at Disney World in Florida and started his career in wealth management in Houston before eventually finding his way back to Kansas City. In his spare time, Jason enjoys remodeling the interior of his house, landscaping, kayaking, and fishing.

Experience: Finance since 2023

Education: B.S. in Finance from the University of Wyoming

Colter joined the Modern Wealth team as a relationship manager in April 2026. Based out of Modern Wealth’s Lenexa, Kansas office, Colter supports advisors by meeting with clients and assisting them with financial planning items.

Colter had three years of experience in the financial services industry upon arriving at Modern Wealth. He previously served as a personal banker for CommunityAmerica Credit Union, eventually transitioning to their wealth management department (the broker-dealer known as Copper Financial). Colter assisted clients and advisors as a client service associate while earning his Series 7 and 66 licenses.

Colter grew up in Cheyenne, Wyoming along with his sister and two brothers. His dad’s side of the family is from Ottawa, Kansas, which is just 40 miles southwest of Modern Wealth’s Lenexa office. Some of Colter’s interests include hiking, hunting, golfing, cheering on the Kansas City Chiefs, and doing anything in the mountains.

Experience: Accounting since April 2018 

Education: Bachelor of Science degree from Missouri State University 

Lexi joined the Modern Wealth team as a staff accountant in February 2026. Her focus has been accounts receivable with maintaining the general ledger, preparing and reviewing monthly financial statements, reconciling bank and investment accounts, and assisting with month-end and year-end close processes. She also supports budgeting and forecasting efforts, ensures compliance with financial regulations, and collaborates with advisors and operations teams to ensure accurate reporting of client-related financial activity. 

Lexi has been able to utilize her accounting skills at the small-to medium-sized business level in various industries, including non-profits, property management, and construction with her family’s business. In 2025, Lexi did accounting for a sport retail company. Lexi has felt herself drawn to the financial services industry throughout her career, so she was intrigued by the opportunity to join the Modern Wealth team.  

Lexi is a former Division I basketball player from Missouri State University, so she spends a lot of her time outside of work coaching basketball at the college and high school levels as an assistant and providing skill/shooting development training.  

You can also oftentimes find Lexi spending time with her three younger sisters. Together, they enjoy sports (playing or watching), music (concerts or listening to their favorite artists), and art (creative activities like painting/photography or going to the arts district to view galleries or attending First Fridays). Lexi loves attending or watching women’s sporting events, hanging out in creative spaces like speakeasies and art galleries, exploring new foods, and writing poetry. 

Experience: Accounting since 2014

Education: B.S. Accounting

Before joining Modern Wealth in 2020, Corey’s background included seven years in public accounting, specializing in taxation for individuals and businesses.

As Modern Wealth’s Director of Tax, Corey manages the tax team, client relationships, and tax plans. He values the work culture and team cohesion. Corey enjoys that the Modern Wealth team  strives to solve everyday problems for everyday people, as it makes his work rewarding.

Faith, family, and friends take priority in his life. Corey enjoys golf, football, outdoor activities, and supports his local church.

He’s an unwavering Minnesota Vikings fan, originally from Northwest Iowa. Corey has two young daughters.

Experience: Finance since 2021

Education: Finance degree from the University of Kansas

As a lead advisor in the Lenexa, Kansas office, Jack meets with clients to help them meet their financial goals and assists with bringing in new business. Modern Wealth felt like a good fit for Jack when he joined the team in March 2025 after being presented with a clearly designed career path and being a part of the firm’s growth trajectory.

Jack worked at Merrill Lynch for two years and J BLACK FINANCIAL GROUP prior to arriving at Modern Wealth. Outside of work, Jack enjoys hanging out with friends and family and watching/playing sports. His family loves playing golf, cheering on their favorite teams (the Kansas City Royals, Kansas City Chiefs, and Iowa Hawkeyes) and spending time with Jack’s niece, Rosie. A fun fact about Jack is that he initially played baseball in college prior to an arm injury.

Experience: Finance since 2016

Education: Associate in Business Administration and General Studies from Johnson County Community College

Kelly joined the Modern Wealth tax team in December 2024 to assist with returns, scheduling, and other administrative tasks. She has served in an administrative role in several different industries including finance, construction, sports, and radio. Kelly felt welcomed at Modern Wealth from the day she interviewed for her tax administrator role and has enjoyed working alongside other members of the team.

Kelly and her family are extremely close. They are theatre fanatics, so they love to see shows when they are on tour. They also enjoy ethnic food and love to try new restaurants. Kelly grew up dancing and traveled a lot doing so in high school. She also participates in musicals.

If you couldn’t tell from Kelly’s last name, she’s Italian. However, she’s also Japanese. She is a direct descendent of a beloved samurai who was killed in battle and whose body is kept in two different temples.

Nanette has been with Modern Wealth Management (previously Barber Financial Group) since 2000. Her knowledge and experience make a positive impact on our firm every single day. Today, she serves as an operations and marketing assistant, where her exceptional organizational skills are really able to shine.

Not only is Nanette OUR office mom in our Lenexa office, but she is also the proud mother to Dickie, Katie, Maggie, and Allie. Nanette and her husband, Richard, also love being grandparents. She enjoys spending time with family, taking vacations as often as possible, making t-shirt blankets for her children, and scrapbooking.

Experience: Public Accounting since 2000

Education: Bachelor of Science in Finance from Auburn University

David’s main duties include preparing financial statements, tax returns, payroll returns, and other various government filings. He joined Modern Wealth in 2024 following the acquisition of Fiser Group in Lenexa, Kansas. David enjoys spending time with his wife, cooking, and traveling during his free time.

Experience: Financial services since 2021

Education: Bachelor of Science in Psychology from Baker University; Master of Social Welfare from the University of Kansas

As a financial assistant, Beth prepares for client meetings, takes notes during meetings, completes follow-up items and client requests, generates paperwork for new accounts, and helps facilitate contributions/distribution requests. Beth entered the financial services industry in November 2021 when she started working at Fiser Group in Lenexa, Kansas, which Modern Wealth acquired in 2024.

Prior to joining the financial services sector, Beth was a licensed social worker for a retirement community in the Kansas City area. Beth and her husband, Brent, have two kids, Brooke and Jackson, and a crazy German Shorthaired Pointer named Waylon. They live in Shawnee, Kansas, where Beth was born and raised. Beth loves spending time with family, being outside, and practicing yoga.

Education: Bachelor of Science and Bachelor of Accountancy from Central Methodist University  

As a tax associate, Nicholas translates complex tax concepts into clear, practical recommendations. He understands the importance of presenting tax strategies with clarity and transparency. 

Nicholas analyzes current and projected tax brackets to help evaluate appropriate Roth conversion amounts. He also prepares and reviews individual income tax returns (Form 1040 and related schedules) and adheres to IRS regulations, ethical standards, and due diligence requirements. Nicholas really enjoys his role, as it allows him to assist clients with their tax planning and tax preparation needs, all while making him feel like a tax wizard and financial chess player. 

When Nicholas arrived at Modern Wealth in November 2025, he brought 10 years of outsourced CFO and accounting experience to the firm, including six years of taxation experience. The skillset Nicholas has built throughout his career in accounting includes general bookkeeping, payroll management, sales tax nexus administration, quarterly compliance work, tax return preparation, client advising, business creation, and creating exit strategies for owners of companies. 

Nicholas maintains an active lifestyle outside of work. When the weather is nice, he enjoys longboarding around town, running, walking, and going to the water. Nicholas is also passionate about woodworking, in-home projects, and working with any form of technology. He likes creating 3D prints, playing video games, and fixing broken technology.   

A few fun facts about Nicholas are that he is a voice actor, an Esports commentator, and announcer, used to play games professionally, goes to at least one concert or comedy show every month, and was a Class A Chess player through college with a rating of 1850. 

Paula does a variety of administrative tasks—greeting clients and prospects, offering beverages/and fresh-baked cookies. She loves to interact with clients/prospects/coworkers and build relationships with them.

Paula is an extrovert, so her job allows her to be herself. It’s so fun for her to get paid to do what comes naturally.

The most important thing in Paula’s life are her adult children, Simon and Emma. The best time with her family typically involves eating great food, drinking red wine, and having deep meaningful conversations. Paula also enjoys the arts—from abstract pour painting on canvas, live music, and decorating.

Experience: Financial Services since 2006  

Education: Bachelor of Applied Science from University of Missouri-Kansas City 

Experience: Started Career in 2021

Education: B.B.A. with emphasis in Finance from UMKC

Hayden works alongside our senior advisors, assisting them with paperwork, taking client calls when the advisor is out of the office or in a meeting, reaching out to clients with any questions we have before a meeting, or sitting in meetings and taking notes. He also handles his own book of business, assisting clients with investment management and retirement planning.

Hayden’s favorite aspect of Modern Wealth is the team culture. He likes that Modern Wealth prioritizes having multiple advisors and different specialists knowing our clients’ needs and wants.

Originally from Omaha, Nebraska, Hayden grew up as a middle child with two sisters. His parents are both public school educators, so he has a bit of a soft spot for educators. Hayden spends a lot of his free time playing golf, hanging out with friends and family, and watching his favorite sports teams (Iowa and the Kansas City Chiefs).

Experience: Tax since January 2023 

Education: Bachelor of Science in Accounting from the University of Missouri-Kansas City; 

Based in the Lenexa, Kansas office, Nate has prepared tax returns for individuals, trusts, partnerships, and S-corporations since joining the Modern Wealth team in July 2025. Nate believes there is a growing need and hunger for financial advice – especially for folks who didn’t grow up around wealth. He enjoys trying to help other people as he grows professionally.  

Prior to beginning his career in accounting, Nate served in the United States Air Force as a Paralegal. He focused largely on litigation of federal court cases and helping local servicemembers/veterans with civil legal issues, such as landlord-tenant issues and drafting wills. 

After completing his enlistment, Nate returned home to focus on his education. While he started to focus his studies on computer science, Nate’s experiences led him to shift his path toward accounting, as it was a field that better aligned with his skills and interests. While working toward his degree at UMKC, Nate had the opportunity to intern at RubinBrown LLP and Mariner Wealth Advisors. 

When Nate isn’t working, he loves spending time with his girlfriend, Adrienne, and their two dogs, Boogie and Hazel. They enjoy trips to local dog parks, getting hooked on a good Netflix series, or playing video games together. Nate is also really into stand-up comedy and is a big fan of live music—pretty much any band, artist, or genre.  

Nate comes from a large family. He has two younger brothers, a younger sister, and five stepsiblings. A fun fact about Nate is that he lived in Korea for one year and Japan for two years. While he can’t speak much Korean or Japanese, he had many fun adventures while in each country and fully intends to go back to both as soon as he can. 

Experience: Started career in 2013 

Education: B.S. Economics 

Chris has already had a passion for figuring out how to provide better value for the client. Seeing that same passion from Modern Wealth’s other advisors and the commitment to providing people financial education has helped Modern Wealth a natural fit for Chris. 

Chris enjoys getting to introduce what Modern Wealth is all about to prospective clients and figuring out how our team can assist people with getting to and through retirement. His favorite thing about Modern Wealth is the people—the clients and Modern Wealth team members. 

 With growing up in a big family, family has always been everything to Chris. He and his wife, Christina, have a dog, Hootie. Chris loves golfing, reading, and following his favorite sports teams, specifically Detroit and Kansas City professional teams and his alma mater, Michigan State. 

Experience: Entered financial industry in 2005

Education: Bachelor’s degree in hotel and restaurant management

Wayne helps clients get clarification and confidence around their finances and future. The people are what Wayne enjoys most about Modern Wealth between getting to work for his clients and alongside Modern Wealth team members.

Wayne is married with two sons who make him proud every day. They also have a dog, Chewy, who is beloved in Modern Wealth’s Lenexa office.

Some of Wayne’s favorite hobbies include mountain biking, hiking, bird watching, and running. Wayne was born in South Africa and was there to experience the transition from the Apartheid South Africa to the new South Africa and to see Nelson Mandela do an amazing job of bringing a very divided country together.

Experience: Started career in 2005

Education: Attended UMKC

Craig simply enjoys helping in whatever way he can at Modern Wealth, whether it’s meeting with clients, conducting client reviews, or focusing on client retention. He believes that the family feel of Modern Wealth and the way the firm prioritizes taking care of clients is critical.

He began his career at Modern Wealth Management in 2016 as a paraplanner after previously working in the financial services industry for over 15 years helping clients get the most from their investment savings by focusing on tax strategies, investment management, and strategic financial planning. Craig’s decision to work for Modern Wealth Management came after working for several companies locally but sought to work for a company with extensive investment knowledge, well known throughout the community, and that had the same client-first mentality that was #1 on his priority list.

Craig has a son, Brady; stepson, Justen; and stepdaughter, Jesse. He enjoys watching Brady play sports and helping coach his teams as well. Faith is extremely important to Craig, and one of the ways he demonstrates that is by giving back to the United Methodist Church. 

Experience: Wealth Management since 2022  

Education: B.S. Business Administration and Entrepreneurship from Kansas State University  

Along with serving as a relationship manager, Drew has the honor of being Modern Wealth’s first concierge associate in the firm’s Growth Hub. As a relationship manager, Drew supports our advisors by meeting with clients and assisting them with financial planning items. 

Drew broke into the industry in 2022 as a business development and financial planning summer intern before returning in 2023 after graduation. Serving as a concierge associate allowed Drew to focus on lead outreach and sample plan building. Drew enjoys getting to speak with people from different backgrounds every day who all have their respective personal goals. 

As Drew continues his path to becoming a financial advisor, he remains very active outside of the office as well. Drew likes playing golf, staying physically active, spending time with family and friends, going to Sporting KC games, and serving at his local church in Liberty.  

Experience: Financial Planning since 2019 

Education: Bachelor’s degree in finance with minors in personal financial planning and leadership, and a certificate in investment management from Kansas State University 

Cole was promoted to be a relationship manager in April 2026 after initially joining the team as a growth associate in August 2025. As a relationship manager, Cole supports our advisors by meeting with clients and assisting them with financial planning items.   

Prior to coming aboard at Modern Wealth, Cole worked as an associate advisor and financial planner at J BLACK FINANCIAL GROUP. That role provided him experience with building financial plans and meeting with clients.  

Cole grew up in Salina, Kansas, with his parents and two sisters. Salina is also where he met his wife. He and his wife enjoy spending time with their Golden Retriever, Birdie, and traveling. Cole also likes snowboarding, golfing, fishing, watching sports, and going to K-State games.  

Experience: Tax and Accounting

Education: BSBA in Accounting from Rockhurst College (now Rockhurst University)

Tom became a member of the Modern Wealth team in 2024 following the acquisition of Fiser Group in Lenexa, Kansas. He managed Fiser Group’s tax and accounting department for 22 years and helped to facilitate the growth of the firm’s Tax, Accounting, Consulting, Financial Planning, and Mergers and Acquisitions platforms, so he brought a lot to the table when he arrived at Modern Wealth.

Tom is a firm believer that the team approach is critical to servicing a client in the best possible way. He likes how Modern Wealth provides a culture and a level of boutique client service with the goal of providing answers, confidence, and executable strategies to clients with complex situations.

Tom and his wife, Beth, are blessed to have three children, Jack, Abby, and Max. His faith and family are the most important things in his life and all his decisions somehow circle back to one of those two priorities. Tom loves to golf, travel, and cook. Charitable causes Tom supports include his church, the Down Syndrome Guild of Kansas City, and St. James Academy’s SJA 4 SJA scholarship fund, which he serves on the board of as well.

Education: Bachelor of Business Administration and Master of Accounting from Kansas State University

Since arriving at Modern Wealth in January 2026, Zach has prepared tax returns for individuals, businesses, and trusts. He also enjoys helping clients beyond preparing their tax returns by assisting them with tax planning. Zach has been a licensed CPA since June 2025.

Prior to joining the Modern Wealth team, Zach worked for Mize CPAs/Aprio LLC in Overland Park, Kansas. Zach also worked for an accounting firm in Manhattan, Kansas, while he was studying at Kansas State.

Zach and his fiancée, Haley, enjoy the outdoors, traveling, and playing with their dog, Aspen. Some of Zach’s other interests include playing golf, watching sports, and hanging out with friends and family. A fun fact about Zach that people might not know is that he was adopted.

In our industry, relationships matter more than ever. Juls believes that spending time with our clients and growing our relationships leaves a lasting impact—interactions that transform into memorable moments for each of us. She organizes a variety of social and professional events, including group travel for Modern Wealth clients to gather together locally and adventure around the world. Examples of client gatherings typically range from visiting art galleries that feature famous artists, sharing meals at great restaurants, experiencing museum exhibitions, and going on docent-led tours of presidential libraries.

Juls has a ton of fun with Modern Wealth clients during these events. She loves going behind the scenes of world-famous athletic stadiums, playing croquet, or gathering at a local pub while traveling the world with our clients. Spending time with them delivers Juls the opportunity to value the importance of keeping the lines of communication open and growing deep, lasting relationships. For 15 years, she has met the most beautiful people and made friendships that will last a lifetime, simply from spending time together.

In her free time, nothing has transformed Juls’s life more than world travel. No destination is too far to experience the cultures of other peoples in other countries around the globe. Juls is a foodie and loves trying great restaurants in Kansas City, growing flowers in her garden, traveling around on her scooter, camping on the weekends with friends, and a great book. Most of all, Juls enjoys people.

Experience: Accounting since 2018 

Education: Bachelor Degrees in Accounting and Marketing 

As a senior tax associate, Mike prepares tax returns and tax plans, contacts clients, handles IRS notices, runs client meetings, and assists advisors with plans when it comes to tax information. While Mike is a pretty quiet guy, the culture at Modern Wealth has helped bring him out of his shell a little bit more. He enjoys being a part of a hard-working team.  

Mike likes how his role combines the things he likes to talk about—tax and finance—and showing people how they work together. Being able to bring that to a client under one roof is one of Mike’s favorite aspects of his job.  

The most important thing to Mike is his family, especially his wife, parents, sister, and pets. Mike loves going to different places together with his family and enjoying new cities or nature! He’s also an avid Michigan football fan and enjoys playing video games, base jumping, riding roller coasters, and attending sporting events! 

Experience: Finance since January 2018

Education: Bachelor’s degrees in finance and real estate from the University of Northern Iowa

Tim arrived at Modern Wealth in December 2024 and is based in the Lenexa, Kansas office. He works alongside senior advisors, striving to provide exceptional service and communication during client meetings. Client retention is one of Tim’s top goals.

Tim began his career by spending five years as an associate advisor at a large RIA in Cedar Rapids, Iowa. He then worked as a wealth management strategist at a small boutique RIA in Kansas City, Missouri, prior to joining the Modern Wealth team. Tim likes the team culture, work life balance, and opportunity for career growth at Modern Wealth.

Outside of work, Tim enjoys golfing, skiing, working out, and spending time with his Labradoodle, Milo, and his friends and family. He and his younger brother are originally from Cedar Rapids, where their parents still reside. Going on vacations, cheering on the Iowa Hawkeyes and Green Bay Packers, trying new restaurants, and making memories are all things that Tim’s family likes to do together.

Tim is analytical and loves helping others. Both of those characteristics helped guide him into the financial services industry. He’s also quick on his feet — figuratively and literally. Tim was a high school All-American in track and field.