Two Centralized Hubs Dedicated to Fueling Your Growth
The Organic Growth Hub is Modern Wealth’s centralized lead generation and qualification engine, powered by dedicated Concierge Teams operating from two locations: Kansas City, MO and Mesa, AZ. Our teams intake all lead flow from national digital partnerships, media, and marketing channels, then contact, qualify, and prepare each prospect before scheduling them with the right advisor.
This isn’t a call center. It’s a matchmaking operation. Our Concierge Teams take the time to understand each prospect’s needs, goals, location, and personality, then connect them with the Modern Wealth advisor who is the best fit, regardless of geography. If a prospect in California is best served by an advisor in New York, that’s the connection we make.
Additionally, the Organic Growth Hubs act as the steppingstone to a career path built for aspiring advisors. Gaining knowledge of the industry, fine tuning the story telling of Modern Wealth Management, and attaining the required licenses to become an advisor, are all prerequisites for our Concierge Associates prior to promotion to Relationship Manager.
More Than a Referral. A True Introduction.
Our Concierge Teams don’t just pass along a name and a phone number. Before connecting a prospect to an advisor, our team meets with the advisor to share the prospect’s personality, interests, financial goals, and relevant background. This warm handoff ensures the advisor walks into the first conversation with context and confidence, creating a seamless experience for the prospective client from day one.
“Each meeting set by the Growth Hub has been a qualified lead supported with enough background data to have a very productive first conversation.”
From First Touch to First Meeting
01
Sourcing
Quality prospects are generated through strategic digital partnerships and multi-channel marketing.
02
Concierge Intake
Our Concierge Teams in Kansas City and Mesa contact each lead, gather key information about their goals, priorities, and financial situation, and build a preliminary profile.
03
Matching
Prospects are matched to the advisor who best fits their needs based on expertise, personality, capacity, and location.
04
Warm Handoff
The Concierge Team briefs the advisor, then schedules the meeting directly to the advisor’s calendar, ensuring a smooth, confident first conversation.
Your Team. Your Culture. Our Resources.
As a Modern Wealth partner, the Organic Growth Hubs work for you. Advisors in partner offices receive pre-qualified, pre-briefed meetings generated and scheduled by Concierge Teams across both hubs. We bring the scale. You bring the expertise.
- Pre-qualified prospects matched to your strengths and location
- Meetings scheduled directly to your calendar
- Warm handoffs that include prospect goals, interests, and personality insights
- A growing pipeline powered by national lead partnerships, content, and media
- Career development pathways for next-generation advisors within the Growth Hubs
Relationship-Driven, Not Transactional
Our advisor teams regularly visit the Growth Hubs in Kansas City, MO and Mesa, AZ to build real relationships with the Concierge Teams. These visits strengthen the connection between the people generating meetings and the advisors taking them, resulting in better client matches, smoother introductions, and stronger outcomes.
Meet the Concierge Team
Experience: Wealth management since 2025
Education: Bachelor of Science in Business Administration at Kansas State University
As a concierge associate, Graham reaches out to prospective clients — learning about their unique circumstances and financial and life goals and educating them about Modern Wealth Management’s Advantage Offerings. Graham schedules complimentary meetings between prospective clients and Modern Wealth’s advisors. He loves talking with people about their goals and how Modern Wealth can assist them in reaching their objectives.
Graham joined the Modern Wealth team in September 2025. He aspires to be a financial advisor and has enjoyed learning about the wealth management industry from his colleagues early in his career.
Prior to arriving at Modern Wealth, Graham spent two years working in management for Alterra Mountain Company, the largest privately-owned ski company in the world, in Steamboat Springs, Colorado. He oversaw the day-to-day operations of a luxury ski rental delivery service, where he worked with celebrities and corporate clients and established partnerships with local properties management groups. Graham also spent previous summers working with the Colorado Mountain Club and the City of Steamboat Springs, where he collaborated with the U.S. Forest Service and nonprofit organizations to increase access to trails in Northwest Colorado.
The career transition to the wealth management industry also provided Graham the opportunity to move back to Kansas City and be closer to family. Graham received his Bachelor of Science in Business Administration at Kansas State University, where he majored in marketing with a minor in psychology.
Graham spends a lot of his free time out in nature. Skiing, backpacking, cycling, fishing, and disc golf are some of his favorite outdoor activities. He also enjoys playing guitar and watching Jeopardy! Graham hopes to be a contestant on the famous game show one day.
Robert Holstein
Concierge Associate
Robert Holstein
Concierge Associate
Department: Concierge
Experience: Client relations and financial services since 2022
Education: Pursuing Bachelor of Science in Business with a concentration in Business Law at Arizona State University (graduating December 2025)
Robert is dedicated to creating seamless experiences for both clients and advisors by providing support across a range of financial services. He was drawn to Modern Wealth by the opportunity to grow long-term in a career that blends finance, client relationships, and meaningful impact on people’s lives.
Before joining Modern Wealth in September 2025, Robert gained more than three years of client-facing experience in banking, logistics, and retail. He began his career at Target and Best Buy, then transitioned into banking at Discover Financial and JPMorgan Chase, followed by logistics with R+L Global Logistics. Those roles helped him develop client service, sales, and financial skills that he applies in his current role at Modern Wealth.
Outside of work, Robert enjoys traveling, visiting Disney, and trying new restaurants. His hobbies include skiing in Colorado and Utah, camping, and golf. A fun fact: Robert once appeared as a litigant on Judge Judy in 2016 and is a passionate chess player.
As a concierge associate, Samira helps prospective clients connect with Modern Wealth advisors. Samira joined the Modern Wealth team in November 2025 and brought 26 years of experience in the financial services to the firm. The firm’s culture was the number one thing that attracted her to Modern Wealth.
Prior to arriving at Modern Wealth, Samira spent most of her career supporting financial advisors at Charles Schwab. She mostly served as a financial planner and relationship manager during the end of her tenure at Charles Schwab.
Samira has four kids, two kid-in-laws, and three grandchildren. Her family loves to spend time traveling together and going to fun family events in Kansas City. Samira loves sports, especially football! However, nothing beats an early summer baseball game cheering on the Kansas City Royals at Kauffman Stadium for Samira. While Samira grew up in the foothills of Colorado, she can’t stand skiing or snow. She’s much more at home on a beach!
Melissa Rzeznik
Concierge Associate
Javier Traver
Concierge Associate
Javier Traver
Concierge Associate
Department: Concierge
Experience: Wealth management since 2025
Education: Degree in economics from UCLA
Javier connects potential clients with advisors to discuss financial goals, whether that be regarding retirement, tax allocation, or personal finance. He joined the Modern Wealth team full time in December 2025 as a concierge associate. Javier served as an accounting and financial intern at Modern Wealth during the summer of 2024 and was excited about the opportunity to return post-graduation.
Modern Wealth’s goals of organic growth and the team’s like-minded ambitions of personal and professional growth is what drew Javier to the firm. He also appreciates Modern Wealth’s commitment to serving its clients.
Javier’s hobbies include going to the gym, watching the Los Angeles Rams and Lakers dominate, and spending time with his friends at the beach or playing basketball. He also enjoys going on family vacations.
Every Christmas, Javier’s family flies out to the Dominican Republic to visit his extended family. Those vacations include some of the most memorable moments of his life. Javier has five nephews and nieces, and one of those nephews happens to be three years older than him!
Growth That Goes Beyond the First Meeting
The Advantage Offerings
When a client mentions a need for tax planning, estate services, insurance, or retirement plan support, the advisor acts as the quarterback, connecting the client with the right specialist on the Modern Wealth Management team. Modern Wealth’s Advantage Offerings ensure that every client receives coordinated, comprehensive financial guidance, powered by a team of CPAs, CFP® professionals, and CFAs working together on their behalf.
The Modern Confidence Score
We do this through our Modern Confidence Score, which helps identify where clients might feel uncertain, turning financial anxieties into meaningful conversations about finances.
Ready to Grow With Us?
With Concierge Teams in Kansas City and Mesa working every day to fill your calendar with qualified prospects, there’s never been a better time to join Modern Wealth. Reach out to start a conversation today.