Wealth Management in Detroit

Troy, MI

Wealth Management in Detroit

Address

990 E South Blvd, Suite 100
Troy, MI 48085

Get Directions

Hours

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

Phone

Call us today at (248) 828-8000

Meet Our Team

Kyle Akers, CFP®, AIF®

Senior Advisor

Troy, MI, Bingham Farms, MI

Kyle Akers, CFP®, AIF®

Senior Advisor

Troy, MI, Bingham Farms, MI

Department: Advisors

Experience: Started career in 2009

Education: B.S. Finance

Kyle is committed to ensuring that his clients are holistically cared for and thriving. He feels blessed and fortunate to work with great people and team members.

Kyle lives in the country and is happily married with four children. One of his favorite activities is helping his kids raise pigs, chickens, and turkeys. God, family, and clients are the three most important things in his life. He enjoys an active lifestyle that includes hunting, fishing, golfing, and coaching his children’s sports teams.

When it comes to giving to charitable causes, Kyle is a proud supporter of his church, three different missionaries, and Oakland Family Services.

Jennifer Kucemba

Director of First Impressions

Troy, MI

Jennifer Kucemba

Director of First Impressions

Troy, MI

Department: Client Service

Jennifer Kucemba joined our team in 2019 as our Director of First Impressions for our Troy office. She is the friendly person (and voice) that will most likely greet you when you enter or call our Troy office. Jennifer enjoys spending time on the phone with each client. Getting to know their lifestyle and hear their stories is such a treat for her. Adding her own touches to the conversation and building relationships makes her day!

Jennifer is married with two daughters and one (furry) son!  When not at work, she loves spending time at home with her family, tending to her flowers, and making her house a home. She is also very busy providing dancing, singing, and acting lessons for her two girls who shine on the musical theater stage!

Brandt Messner

Financial Assistant

Troy, MI

Brandt Messner

Financial Assistant

Troy, MI

Department: Internal Operations

Education: Studying Accounting at Walsh College (set to graduate in December 2024); Previously attended Oakland University and Macomb Community College.

Experience: Finance and Client Services since 2022

As a financial assistant based in our Troy, Michigan office, Brandt assists with answering phone calls, scheduling client reviews and estate plan meetings, internal office work, and helping the service team. Brandt likes how the Modern Wealth team functions as a cooperative group that works together toward one goal, which is prioritizing proper financial assistance and client satisfaction.

Brandt has learned a lot about building a career in finance and accounting from his older brother, Kade, who is a lead advisor at Modern Wealth. Prior to working at Modern Wealth, Brandt worked in party rental services as a laborer. He prepared payroll and accounting transactions.

The most important thing in Brandt’s life will always be my family. His favorite thing to do with his family is boating in the summer at Lake St. Helen. Brandt’s favorite hobbies consist of golfing, weightlifting, and spending time with friends, family, and his dogs, Raina and Kodiak. A fun fact about Brandt is that he’s very knowledgeable in NBA history and statistics. He loves to research specific details regarding player/team stats and the history of the league over the years.

Danielle Messner

Client Service Specialist

Troy, MI

Danielle Messner

Client Service Specialist

Troy, MI

Department: Client Service

Danielle keeps everyone happy and tries to make the advisors’ lives easier. She preps and processes paperwork, helps clients get logged into our software, coordinates estate planning meetings with our attorneys and advisors, and other behind-the-scenes tasks to ensure efficiency with the client experience.

Danielle started working at Modern Wealth Management right after college. She enjoys getting to work with her dad, Ken Osiwala; husband, Kade Messner; and the rest of the Modern Wealth team while serving our clients.

Being on the boat all day in the Florida Keys or on the Saint Clair River is Danielle’s favorite thing to do with her family. She loves surfing, being active outside, baking, and decorating sugar cookies.

 

 

 

Kade Messner, CFP®, AIF®

Lead Advisor

Troy, MI, Bingham Farms, MI

Kade Messner, CFP®, AIF®

Lead Advisor

Troy, MI, Bingham Farms, MI

Department: Advisors

Experience: Started career in 2017

Education: B.S. Finance

Kade arrived at Modern Wealth in 2021. He spends 50% of his time attracting new business to the firm, which encapsulates introducing potential clients to our firm, meeting with prospective clients, and putting together financial plans. The other 50% of Kade’s time is spent nurturing and serving current clients.

Kade is passionate about Modern Wealth’s unique take on comprehensive retirement planning. He loves that the work we do for our clients is truly in their best interest and helps them achieve their financial goals.

Modern Wealth has a family feel for Kade, as he gets to work alongside his father-in-law, Ken Osiwala, and wife, Danielle Messner. Kade lives a very active lifestyle, as he’s active in his faith, loves the outdoors, and enjoys anything that can broaden or deepen his knowledge on certain subjects.

Liz Moscatello

Client Service Manager

Troy, MI

Liz Moscatello

Client Service Manager

Troy, MI

Department: Client Service

With 20-plus years of client service experience, Liz’s unsurpassed commitment to customer service has catapulted her as overseer of client account processing, paperwork, balances, statements, checks, and all other client service related affairs. Liz is a Michigan Notary Public.

Her interests include cooking, softball, and spending time with her friends, family, and pets.

 

Ken Osiwala, AIF®

Managing Director

Troy, MI

Ken Osiwala, AIF®

Managing Director

Troy, MI

Department: Advisors

Experience: Advisor since 1990 

Education: Bachelor’s Degree in Accounting and Finance from Oral Roberts University 

Ken has extensive experience in providing strategies to retirees and pre-retirees to help protect and preserve their principal. His goal is to deliver unparalleled personalized service to each client as he helps develop comprehensive financial plans based on each client’s individual needs. 

Prior to starting Osiwala Financial Group (which became Modern Wealth in 2023), Ken was an accountant for one of the largest accounting firms in the world, Ernst and Young.  

Ken and his wife, Beth, have three children, two sons-in-law, and a grandchild. He enjoys spending time with his family, boating, fishing, saltwater fishing, kite boarding, and is actively involved in his church. 

Karen Sievert

Director of Operations

Troy, MI

Karen Sievert

Director of Operations

Troy, MI

Department: Client Service

With over 20 years in the legal and financial industries, Karen brings an unprecedented wealth of knowledge and experience to our team. She is overseer of the firm’s operations which include: trading in client accounts, managing staff, and assisting in legal and compliance matters. Karen has previously passed her Series 6, 7, 63 securities exams and her exams for Life insurance products and is also a Michigan Notary Public.

Karen was born and raised in the Metro Detroit area. She is married and has one daughter. Her interests include spending time with family, scrapbooking and shopping.

Pete Wargo, CFP®, AIF®

Lead Advisor

Troy, MI, Bingham Farms, MI

Pete Wargo, CFP®, AIF®

Lead Advisor

Troy, MI, Bingham Farms, MI

Department: Advisors

Experience: Started career in 2015

Education: B.B.A. from Grand Valley State University

One of Pete’s claims to fame is that he served as Ken Osiwala’s first intern during his sophomore year of college before joining the team after graduation in 2015. Pete enjoys interacting with clients and helping them solve complex issues to meet their financial (and non-financial) goals. He really likes to hear about their life stories and experiences.

Pete and his wife, Amy, have a dog, Otis, who is a lab-mix. Pete and Amy were both born and raised in Sterling Heights, Michigan. They went to the same high school but didn’t meet until college through mutual friends. Pete and Amy enjoy traveling and want to visit all 50 states together.

Pete and Amy also enjoy spending time at his family’s cottage on Lake Ogemaw in West Branch, Michigan. They’re foodies and enjoy trying new restaurants and cuisine.

 

 

 

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