Experience: Nearly a Decade in Wealth Management and Real Estate

Education: Pursuing MBA at Pepperdine Graziadio Business School

Jacqueline is the Vice President of Partnership Development at Modern Wealth. Working with partner opportunities, she helps facilitate goals of business confidence, freedom, and time to live a better life. Her deep passion for the industry fuels her dedication to establishing and enhancing partnerships while ensuring smooth business relations.

Joining Modern Wealth in June 2024, Jacqueline brings a distinguished track record in advancing scalability, expanding corporate reach, and capital raising through the establishment and optimization of strategic partnerships. Her efforts in expanding lead-generating networks both nationally and internationally have contributed to a near 9x increase in managed assets. Previously, Jacqueline led the corporate development team at a $3 billion+ RIA, where she evaluated M&A opportunities and integration on strategic initiatives while guiding high-performing teams.

Outside of her professional pursuits, Jacqueline remains active in real estate and enjoys traveling, exploring new dining experiences, and spending quality time with her family. She is also committed to supporting charitable organizations, including the National Breast Cancer Coalition, Boys & Girls Club, and the Los Angeles Regional Food Bank.

Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.

Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.

Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.

Experience: Financial Services since 2012

Education: Bachelor of Arts degree in politics and government from Ripon College

As the manager of partner development and onboarding, Casey works with firms joining the Modern Wealth Management family. Her role is to help guide these individuals throughout the discovery and onboarding process, ensuring the transition from candidate to new team members is as smooth as possible.

Prior to joining Modern Wealth, Casey worked in similar roles at Goldman Sachs and United Capital. Throughout her tenure, she has assisted over 50 wealth management teams and numerous advisors through the messy-but-completely-worth-it process of joining a new firm.

Casey is originally from Minnesota and is proud of it! She has a Bachelor of Arts degree in politics and government from Ripon College, and now resides in Downers Grove, Illinois, with her husband, their three rambunctious children, and cat Jasper. Casey loves the cold and snow seasons … even when her co-workers are describing their 72-degree, sunny weather.

Experience: Started career in 1999

Education: Bachelor’s degree in political science with a minor in business administration from Marquette University

Danielle joined the Modern Wealth team in May 2024 following an 18-month stint with SageView Advisory as the Vice President of Business Operations. She also spent 15 years consulting in the wealth management industry for Actifi in Plymouth, Minnesota, working with firms on transitions, practice management, and process improvement. Prior to working for Actifi, Danielle spent eight years at Piper Jaffray in various roles but largely as a relationship manager between the home office and Piper’s 100 wealth management offices.

The most important thing in Danielle’s life is her family, especially her husband and two sons, Ben and Alex. Danielle lives in Minneapolis, Minnesota, and enjoys spending time at the family cabin, watching her kids play sports, and traveling.

Experience: Financial Analyst since 2021

Education: Attended Monterey Peninsula College before earning his bachelor’s degree from the University of California, Berkeley’s Haas School of Business

Stan joined the Modern Wealth team in October 2024. He works out of Modern Wealth’s Monterey, California office in a support role for President and Co-Founder Jason Gordo. Stan spends much of his time analyzing merger and acquisition deals.

Stan believes wealth management is a great field to be in to help people deal with their money intelligently. The opportunity to work at Modern Wealth brought Stan closer to his family in Monterey. He previously worked at William Blair as an investment banking analyst for the technology group in Charlotte, North Carolina.

Family and friends are the two most important things in Stan’s life. He enjoys having life conversations with friends and family, traveling, tennis, golf, drawing/painting, reading, and talking with strangers. A fun fact about Stan is that he has four passports: the United States, Israel, Russia, and Ukraine.

Angie is an executive assistant based out of the Monterey, California office. She manages executive calendars, schedules meetings, coordinates appointments, and arranges travel itineraries and accommodations for executives. Angie also prepares and distributes correspondence, reports, and presentations on behalf of executives and serves as a liaison between executives and internal/external stakeholders.

Prior to joining the Modern Wealth team in October 2024, Angie worked as an executive assistant to the CFO and four other executive officers at Woodruff Sawyer, which is a financial company based in San Francisco. During Angie’s 20-plus-year career, she has also served as an executive assistant to the head of school at York School in Monterey, California, and as an office manager and customer care manager at Taylor Farms in Salinas, California.

Angie was intrigued by the possibility of joining the Modern Wealth team because of the firm’s growth and working with four dynamic executive officers who are passionate about what they do. Outside of work, Angie enjoys spending time with her husband, son, and daughter. They love playing board games, golf at The Hay in Pebble Beach, and pickleball.

Some of Angie’s other hobbies include watching movies, line dancing, live music, festivals, brunching with her friends, sunny days at the beach, and karaoke. She was, unwittingly, an extra in the movie Turner and Hooch, and got to meet Tom Hanks while shooting! Another fun fact about Angie is that she is an avid student of the Enneagram personality typing system and loves to talk all things Enneagram! She is a 1w2 One-to-One subtype for any other Enneagram geeks out there!