Wealth Management in Kansas City

Lenexa,KS

Wealth Management in Lenexa

Address

13550 W. 95th Street
Lenexa, KS 66215

Get Directions

Hours

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

Phone

Call us today at (913) 393-1000

Meet Our Team

Dean Barber, RFC

Managing Director

Lenexa, KS

Dean Barber, RFC

Managing Director

Lenexa, KS

Department: Advisors

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.  

At Barber Financial Group, Barber and his team created The Guided Retirement System, which is a comprehensive financial planning process that begins roughly a decade prior to the client’s desired retirement date and goes through the entirety of their retirement. Gordo, Roth, and Capelle liked what they saw in the Guided Retirement System and Barber Financial Group’s core services. It was an easy decision for them to reach out to Barber and present the opportunity to carry out many of Barber’s ideals on the national level at 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 client service specialists, and his nephew by marriage, Chad Webb, is the vice president of people and 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. 

Shane Barber, RFC

Executive Advisor

Lenexa, KS

Shane Barber, RFC

Executive Advisor

Lenexa, KS

Department: Advisors

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.

Cydney Barber

Client Service Specialist

Lenexa, KS

Cydney Barber

Client Service Specialist

Lenexa, KS

Department: Client Service

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 Barber

Client Service Specialist

Lenexa, KS

Nic Barber

Client Service Specialist

Lenexa, KS

Department: Client Service

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.

Suzanne Bartling, CPA

Tax Advisor

Lenexa, KS

Maria Brown

Controller

Lenexa, KS

Maria Brown

Controller

Lenexa, KS

Department: Internal Operations

Fun Fact

Maria can say the alphabet forwards AND backward.

Juls Cook Tramposh

Director of Client Relationships

Lenexa, KS

Juls Cook Tramposh

Director of Client Relationships

Lenexa, KS

Department: Client Service

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.

Adam Craig

Tax Advisor

Lenexa, KS

Logan DeGraeve, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Logan DeGraeve, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Department: Advisors

Experience: Advisor since 2015

Education: B.S. Accounting from Baker University

Logan has spent his whole career with Modern Wealth, starting as an intern in 2012 and eventually becoming an advisor in 2015.  Helping other Modern Wealth advisors become as successful as possible with winning and keeping business is one of Logan’s main goals.

He enjoys helping clients accomplish financial goals/dreams they didn’t think were possible. Logan is thankful for all the other Modern Wealth team members that serve as “pillar experts” in their specific roles to help him serve our clients.

The most important thing to Logan is his family. Logan and his wife, Alex, have a daughter, Olivia; French bulldog, Gus; and golden retriever, Mac.

He also loves golfing, watching sports, traveling, working out, and finding new places to eat/drink with Alex.

Will Doty, CFP®, AIF®

Executive Advisor

Lenexa, KS

Will Doty, CFP®, AIF®

Executive Advisor

Lenexa, KS

Department: Advisors

Experience: Advisor since 2007

Education: B.S. Business Management

Will manages client relationships and serves as the director of our Centralized Financial Planning team. His favorite thing about Modern Wealth is working with great clients and co-workers.

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, Shriners International.

 

Chris Duderstadt

Content Manager

Lenexa, KS

Chris Duderstadt

Content Manager

Lenexa, KS

Department: Internal Operations

As Modern Wealth’s content manager works alongside our Director of Marketing Paul Manger to publish much of the educational financial planning content that you’ll find within the education center page on our website. The articles, emails, and social posts that Chris composes cover a wide range of retirement planning topics, including tax planning, estate planning, risk management, asset management, and non-financial life planning.

Chris’s journalism background has featured a wide range of stops since he graduated from Baker University in 2013. He joined the Modern Wealth team in 2021 after serving as a sports reporter for the Lawrence Journal-World and Shawnee Dispatch newspapers and as a content manager for Pennington & Company, a Greek life fundraising and consulting firm.

Chris and his fiancée, Katherine, have a Great Pyrenees, Honey, and live in Mission, Kansas. He loves trying new places to eat with Katherine, attending sporting events (especially the Kansas City Chiefs, Kansas City Royals, and Kansas Jayhawks), spending time outdoors, and hanging out with friends and family.

Jordan Engle

Digital Marketing Manager

Lenexa, KS

Jeff Ernest, AIF®

Lead Advisor

, Lenexa, KS

Jeff Ernest, AIF®

Lead Advisor

, Lenexa, KS

Department: Advisors

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.

 

 

Ashley Fox

Tax Administrative Assistant

Lenexa, KS

Zach Ghilino

Concierge Associate

Lenexa, KS

Zach Ghilino

Concierge Associate

Lenexa, KS

Department: Concierge

Experience: Wealth Management since 2023 

Education: Associates of Arts in Liberal Arts and Associates of Science in General Sciences from Johnson County Community College; Bachelor of Science in Finance from the University of Kansas 

Zach’s focus is on reaching out to prospective clients, educating them on Modern Wealth’s services, and building sample plans for them. He has enjoyed the process of learning to become a financial planner.  

His favorite part of working at Modern Wealth Management is seeing the difference we make in the lives of our clients. Zach also likes the great culture that Modern Wealth maintains and the good our firm can do for people. 

Zach’s favorite things to do with his family include going to Florida to visit his mom and going snowboarding with his dad. His favorite hobbies are going to the gym, snowboarding, golfing, and watching the Kansas City Chiefs and Kansas Jayhawks.  

Jason Hale

Operations Assistant

Lenexa, KS

Jason Hale

Operations Assistant

Lenexa, KS

Department: Client Service

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.

Ben Herting

Director of Operations – Trading

Lenexa, KS

Ben Herting

Director of Operations – Trading

Lenexa, KS

Department: Internal Operations

Ben’s main job duties are trading, billing, and compliance. His favorite things about working at Modern Wealth are the people and the culture. Ben worked at American Century prior to working at Modern Wealth.

The most important thing in Ben’s life in family. He enjoys having meals with family, golf, and other sports. A fun fact about Ben is that his favorite movie is Uncle Buck.

Corey Hulstein, CPA

Director of Tax

Lenexa, KS

Corey Hulstein, CPA

Director of Tax

Lenexa, KS

Department: Tax

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.

Paula Jackson

Director of First Impressions

Lenexa, KS

Paula Jackson

Director of First Impressions

Lenexa, KS

Department: Client Service

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.

 

Drew Jones, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Drew Jones, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Department: Advisors

Experience: Advisor since 2008

Education: B.S. from the University of Missouri

Drew meets with clients on a routine basis, reviewing all aspects of their respective financial plans and how their plan relates to what is important to them. He also coordinates with the subject matter experts at Modern Wealth to advise and sometimes implement certain strategies or recommendations.

Helping clients gain confidence and clarity around their goals and dreams is Drew’s favorite thing about his job.

Outside of work, Drew enjoys spending time with his wife, Amy, and children, Liam and Harper. Some of his favorite hobbies include coaching his son’s baseball team, golfing, cooking, reading, and spending time with friends and family. Drew is also passionate about helping others and proudly supports St. Jude Children’s Research Hospital.

Paul Manger

Director of Marketing

Lenexa, KS

Paul Manger

Director of Marketing

Lenexa, KS

Department: Internal Operations

Fun Fact

Paul enjoys camping and hiking whenever possible.

Nanette Marx

Operations and Marketing Assistant

Lenexa, KS

Nanette Marx

Operations and Marketing Assistant

Lenexa, KS

Department: Client Service, Internal Operations

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.

Angelica Mitchell, CFP®

Paraplanner

Lenexa, KS

Angelica Mitchell, CFP®

Paraplanner

Lenexa, KS

Department: Internal Operations

Angelica helps our advisors prepare for their upcoming client meetings by reaching out to our clients to collect the background information needed for analysis. She then meets with the advisor to go over the analysis and any updates needed to the financial plan. Angelica also build financial plans for our prospective clients.

Modern Wealth Management is the first company that Angelica has worked at within the financial sector. She started working at Modern Wealth immediately after graduating from her master’s program. Angelica’s favorite thing about her job is that every day is different. Every financial plan she works on is individualized to that specific client or prospect, so she has learned so much about different elements of the financial field through her role.

The most important thing in Angelica’s life is her faith, with her family being a close second. She loves traveling to new places with her family and enjoys drawing, reading, and writing in her free time.

 

Bill Page

Estate Plan Coordinator + Client Specialist

Lenexa, KS

Bill Page

Estate Plan Coordinator + Client Specialist

Lenexa, KS

Department: Client Service

Experience: Financial Services since 2006  

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

Bill collaborates with clients and advisors to navigate the complexities of estate planning needs to ensure their wishes are carried out effectively and efficiently. He then coordinates meetings with attorneys to facilitate those requests. He also coordinates the insurance application and placement process and assists with various other service tasks that clients ask for.

Bill enjoys being able to make a difference in other people’s lives by working with other Modern Wealth team members to check all the boxes for them when it comes to financial planning.

He also appreciates the work-life flexibility at Modern Wealth so that he gets the opportunity to spend ample time with his kids and all their activities. Bill loves spending time outdoors with family and friends—whether it be camping, boating, or working at the family farm.

Hayden Pudenz

Associate Advisor

Lenexa, KS

Hayden Pudenz

Associate Advisor

Lenexa, KS

Department: Advisors

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).

Chris Rett, CFP®, AIF®

Lead Advisor

, Lenexa, KS

Chris Rett, CFP®, AIF®

Lead Advisor

, Lenexa, KS

Department: Advisors

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. 

 

Wayne Robinson, CRPC®, AIF®

Senior Advisor

Lenexa, KS

Wayne Robinson, CRPC®, AIF®

Senior Advisor

Lenexa, KS

Department: Advisors

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.

Craig Snedden, AIF®

Lead Advisor

Lenexa, KS

Craig Snedden, AIF®

Lead Advisor

Lenexa, KS

Department: Advisors

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

Drew Sprugel

Concierge Associate

Lenexa, KS

Drew Sprugel

Concierge Associate

Lenexa, KS

Department: Concierge

Experience: Wealth Management since 2022 

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

Drew served as a business development and financial planning intern while attending Kansas State University and then returned to Modern Wealth after graduation as a concierge associate. He focuses on lead outreach and sample plan building. Drew enjoys getting to speak with people from different backgrounds every day who all have their respective wealth management 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, working out, spending time with family and friends, and going to Sporting KC games, movies, and Kansas City symphony performances around Christmas time.   

Melissa Topham

Training and Integration Manager

Lenexa, KS

Melissa Topham

Training and Integration Manager

Lenexa, KS

Department: Partnership Development

Melissa ensures the client experience is first class while coaching and mentoring a team that delivers the same type of service throughout the lifetime of the clients journey. She spent 21 years in banking prior to working at Modern Wealth. Twelve years of that was on the business development and sales side and nine years of it building and developing a client services department for a now $2 billion bank.

Her favorite thing about Modern Wealth is team aspect of the culture and how it feels like being a part of a family. Helping clients live out their financial dreams is a big motivating factor for Melissa.

The most important thing to Melissa is her faith. She enjoys watching sports (especially KU basketball) with a cold beer with her family, traveling, cooking, baking, and reading.

Mike Tyll

Tax Advisor

Lenexa, KS

Mike Tyll

Tax Advisor

Lenexa, KS

Department: Tax

Experience: Accounting since 2018 

Education: Bachelor Degrees in Accounting and Marketing 

As a tax advisor, 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! 

Chad Webb, MBA

Vice President, People and Operations

Lenexa, KS

Chad Webb, MBA

Vice President, People and Operations

Lenexa, KS

Department: Internal Operations

Prior to joining Modern Wealth Management, Chad served for nearly 21 years in the United States Marine Corps as a senior executive advisor. Retiring from the Armed Forces in May of 2021, Chad joined the Modern Wealth Management family as Chief of Staff, later being promoted to Chief Operating Officer, and now filling his current position as VP, People & Operations.

His education includes a Master of Business Administration and Master of Military Studies. When he is not working, Chad enjoys spending time with his family, going to the lake, hunting, and attending sporting events. A fun fact is that Chad knows every word to “We Didn’t Start the Fire” by Billy Joel.

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