Angelica helps our advisors prepare for their upcoming client meetings by reaching out to our clients to collect the background information needed for analysis. She then meets with the advisor to go over the analysis and any updates needed to the financial plan. Angelica also build financial plans for our prospective clients.

Modern Wealth Management is the first company that Angelica has worked at within the financial sector. She started working at Modern Wealth immediately after graduating from her master’s program. Angelica’s favorite thing about her job is that every day is different. Every financial plan she works on is individualized to that specific client or prospect, so she has learned so much about different elements of the financial field through her role.

The most important thing in Angelica’s life is her faith, with her family being a close second. She loves traveling to new places with her family and enjoys drawing, reading, and writing in her free time.

Ben’s main job duties are trading, billing, and compliance. His favorite things about working at Modern Wealth are the people and the culture. Ben worked at American Century prior to working at Modern Wealth.

The most important thing in Ben’s life in family. He enjoys having meals with family, golf, and other sports. A fun fact about Ben is that his favorite movie is Uncle Buck.

Prior to joining Modern Wealth Management, Chad served for nearly 21 years in the United States Marine Corps as a senior executive advisor. Retiring from the Armed Forces in May of 2021, Chad joined the Modern Wealth Management family as Chief of Staff, later being promoted to Chief Operating Officer, and now filling his current position as VP, People & Operations.

His education includes a Master of Business Administration and Master of Military Studies. When he is not working, Chad enjoys spending time with his family, going to the lake, hunting, and attending sporting events. A fun fact is that Chad knows every word to “We Didn’t Start the Fire” by Billy Joel.

As Modern Wealth’s content manager works alongside our Director of Marketing Paul Manger to publish much of the educational financial planning content that you’ll find within the education center page on our website. The articles, emails, and social posts that Chris composes cover a wide range of retirement planning topics, including tax planning, estate planning, risk management, asset management, and non-financial life planning.

Chris’s journalism background has featured a wide range of stops since he graduated from Baker University in 2013. He joined the Modern Wealth team in 2021 after serving as a sports reporter for the Lawrence Journal-World and Shawnee Dispatch newspapers and as a content manager for Pennington & Company, a Greek life fundraising and consulting firm.

Chris and his fiancée, Katherine, have a Great Pyrenees, Honey, and live in Mission, Kansas. He loves trying new places to eat with Katherine, attending sporting events (especially the Kansas City Chiefs, Kansas City Royals, and Kansas Jayhawks), spending time outdoors, and hanging out with friends and family.

Fun Fact

Maria can say the alphabet forwards AND backward.

Nanette has been with Modern Wealth Management (previously Barber Financial Group) since 2000. Her knowledge and experience make a positive impact on our firm every single day. Today, she serves as an operations and marketing assistant, where her exceptional organizational skills are really able to shine.

Not only is Nanette OUR office mom in our Lenexa office, but she is also the proud mother to Dickie, Katie, Maggie, and Allie. Nanette and her husband, Richard, also love being grandparents. She enjoys spending time with family, taking vacations as often as possible, making t-shirt blankets for her children, and scrapbooking.

Nicole Bittner is the head of growth operations at Modern Wealth Management, where she is responsible for managing organic growth channels and delivering qualified prospects to the firm’s advisory teams.

Before joining the Modern Wealth team, Bittner served as the vice president of strategic partnerships and commercial engagement at Goldman Sachs, where she facilitated successful lead generation, client conversion, and pipeline management by overseeing ongoing partnerships for financial advisors.

Bittner earned her MBA from the Southern Methodist University Cox School of Business. She earned her bachelor’s degree in marketing and management from Northeastern University.

Fun Fact

Paul enjoys camping and hiking whenever possible.