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 follow 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.