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).

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.

Experience: Health Care since 1985

Roberta has worked in the health care industry throughout her career. She joined the Modern Wealth team in 2024 when the firm acquired Fiser Group in Lenexa, Kansas.

Roberta started her career with Kaiser Permanente of Kansas City in 1985 and began her tenure with Fiser Group in August 2006. She has spent her healthcare career in medical practice management within Aesthetic, Gastroenterology, Cardiology, Allergy & Immunology, Dermatology and OB/GYN specialties. Roberta understands the various pressures put on physician practices in today’s health care environment. She is a member of American Academy of Professional Coders, and Medical Group Management Association.

Roberta is a Kansas City native. She and her husband, Steve, have two children and five grandchildren. She enjoys gardening and spending time in her greenhouse, collecting first edition hardcover books, traveling, and spending time at the lake.

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.