Paraplanner
Angelica Mitchell
Paraplanner
Angelica Mitchell

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.

 

Director of Operations – Trading
Ben Herting
Director of Operations – Trading
Ben Herting

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.

Client Service Specialist
Betty Steinmeyer
Estate Plan Coordinator + Client Specialist
Bill Page
Estate Plan Coordinator + Client Specialist
Bill Page

Experience: Financial Services since 2006  

Education: Bachelor of Applied Science from University of Missouri-Kansas City 

Bill collaborates with clients and advisors to navigate the complexities of estate planning needs to ensure their wishes are carried out effectively and efficiently. He then coordinates meetings with attorneys to facilitate those requests. He also coordinates the insurance application and placement process and assists with various other service tasks that clients ask for.

Bill enjoys being able to make a difference in other people’s lives by working with other Modern Wealth team members to check all the boxes for them when it comes to financial planning.

He also appreciates the work-life flexibility at Modern Wealth so that he gets the opportunity to spend ample time with his kids and all their activities. Bill loves spending time outdoors with family and friends—whether it be camping, boating, or working at the family farm.

Vice President, People and Operations
Chad Webb
MBA
Vice President, People and Operations
Chad Webb
MBA

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.

Content Manager
Chris Duderstadt
Content Manager
Chris Duderstadt

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.

Director of Operations
Corine Handlos
Client Service Specialist
Cydney Barber
Client Service Specialist
Cydney Barber

Cydney has a wide range of responsibilities, including answering technology questions, processing deposits and withdrawals, updating any account paperwork, processing charitable donations, and answering client questions.

Before Modern Wealth Management, she worked in service to U.S. veterans who were looking to obtain or increase their disability benefits. Her favorite thing about Modern Wealth is the firm’s community and family feel. She’s thankful that every person in the organization has the clients’ best interest at heart and are always looking on how they can make the client experience better.

Cydney loves going to Table Rock Lake with her family, traveling, hiking, surfing, and reading. She moved to the Pacific Northwest to be able to do my favorite hobbies when she’s not working.

Client Service Specialist
Danielle Messner
Client Service Specialist
Danielle Messner

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.

 

 

 

Client Service Specialist
Jan Flattery-Kraft
Client Service Specialist
Jan Flattery-Kraft

Jan’s focus is on the clients and the decades-long relationships she has built. She handles a variety of administrative tasks. One of her favorite tasks is being the friendly person that clients hear on the phone when scheduling appointments and reviews with advisors in our Lee’s Summit office. She greets all our clients and prospective clients when they come into our Lee’s Summit office, offering them beverages and anything else to ensure that they’re having a great experience when they come into the office.

One of the biggest perks of Jan’s job is getting to work alongside her daughter, Peggy  Kasper, and son-in-law, Bud Kasper. The most important thing in Jan’s life are her children, grandchildren, and great grandchildren. She is also blessed to have her husband, Dennis, and several great friends. Family get togethers are her favorite, whether it’s to celebrate birthdays, the holidays, or simply enjoy the day. Jan is a big Kansas City Chiefs and Royals fan. She also enjoys the quiet lifestyle and kicking back and watching movies and shows. She doesn’t enjoy cooking, but loves going out to eat.

Operations Assistant
Jason Hale
Operations Assistant
Jason Hale

Jason joined the Modern Wealth Management team in March 2015 as an administrative assistant. He has a wide range of experience in the financial services industry, previously working in the banking venue before expanding his career into wealth management firms.

As a native Kansan, Jason attended Emporia State University after high school. He then worked at Disney World in Florida and started his career in wealth management in Houston before eventually finding his way back to Kansas City. In his spare time, Jason enjoys remodeling the interior of his house, landscaping, kayaking, and fishing.

Director of First Impressions
Jennifer Kucemba
Director of First Impressions
Jennifer Kucemba

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!

Digital Marketing Manager
Jordan Engle
Director of Client Relationships
Juls Cook Tramposh
Director of Client Relationships
Juls Cook Tramposh

In our industry, relationships matter more than ever. Juls believes that spending time with our clients and growing our relationships leaves a lasting impact—interactions that transform into memorable moments for each of us. She organizes a variety of social and professional events, including group travel for Modern Wealth clients to gather together locally and adventure around the world. Examples of client gatherings typically range from visiting art galleries that feature famous artists, sharing meals at great restaurants, experiencing museum exhibitions, and going on docent-led tours of presidential libraries.

Juls has a ton of fun with Modern Wealth clients during these events. She loves going behind the scenes of world-famous athletic stadiums, playing croquet, or gathering at a local pub while traveling the world with our clients. Spending time with them delivers Juls the opportunity to value the importance of keeping the lines of communication open and growing deep, lasting relationships. For 15 years, she has met the most beautiful people and made friendships that will last a lifetime, simply from spending time together.

In her free time, nothing has transformed Juls’s life more than world travel. No destination is too far to experience the cultures of other peoples in other countries around the globe. Juls is a foodie and loves trying great restaurants in Kansas City, growing flowers in her garden, traveling around on her scooter, camping on the weekends with friends, and a great book. Most of all, Juls enjoys people.

Director of Operations
Karen Sievert
Director of Operations
Karen Sievert

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.

Administrative Assistant
Lindsay Valentino
Administrative Assistant
Lindsay Valentino

Experience: Started career in 2007 

At Beltz Ianni & Associates (now Modern Wealth Management), Lindsay has been responsible for processing new business and preparing client service-related applications and forms out of our Rochester, New York office. She previously worked as an administrative assistant at Nationwide, Penn Mutual, and MassMutual. 

Lindsay is married with three children. She enjoys reading, baking, crafting, and supporting charitable causes, including Out of the Darkness for AFSP and Golisano Children’s Hospital. Lindsay is also a board member of the Spencerport Soccer Club. 

Operations Manager
Liz Moscatello
Operations Manager
Liz Moscatello

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.

 

Controller
Maria Brown
Controller
Maria Brown
Fun Fact

Maria can say the alphabet forwards AND backward.

Director, Client Services
Melissa Topham
Director, Client Services
Melissa Topham

Melissa ensures the client experience is first class while coaching and mentoring a team that delivers the same type of service throughout the lifetime of the clients journey. She spent 21 years in banking prior to working at Modern Wealth. Twelve years of that was on the business development and sales side and nine years of it building and developing a client services department for a now $2 billion bank.

Her favorite thing about Modern Wealth is team aspect of the culture and how it feels like being a part of a family. Helping clients live out their financial dreams is a big motivating factor for Melissa.

The most important thing to Melissa is her faith. She enjoys watching sports (especially KU basketball) with a cold beer with her family, traveling, cooking, baking, and reading.

Client Service Specialist
Morgan Green
Operations and Marketing Assistant
Nanette Marx
Operations and Marketing Assistant
Nanette Marx

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.

Client Service Specialist
Nic Barber
Client Service Specialist
Nic Barber

Nic’s job duties range from completing the morning alerts every day to working on client paperwork for Required Minimum Distributions, Roth conversions and model changes, to assisting with servicing the annuity accounts. He really enjoys the small business and family atmosphere that Modern Wealth provides for its staff and clients. It’s rewarding for Nic to help people in a way that helps them feel more secure about their future.

Working at Modern Wealth has shown Nic that it is possible to work hard, do a good job, and have a great work-life balance. He enjoys spending time with loved ones and family, collecting records, cassettes, and movies, going to concerts, bowling, surfing, and working on cars. Nic is an avid heavy metal fan and will take almost any opportunity to see live music.

Head of Growth Operations
Nicole Bittner
Head of Growth Operations
Nicole Bittner

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.

Director of First Impressions
Paula Jackson
Director of First Impressions
Paula Jackson

Paula does a variety of administrative tasks—greeting clients and prospects, offering beverages/and fresh-baked cookies. She loves to interact with clients/prospects/coworkers and build relationships with them.

Paula is an extrovert, so her job allows her to be herself. It’s so fun for her to get paid to do what comes naturally.

The most important thing in Paula’s life are her adult children, Simon and Emma. The best time with her family typically involves eating great food, drinking red wine, and having deep meaningful conversations. Paula also enjoys the arts—from abstract pour painting on canvas, live music, and decorating.

 

Director of Marketing
Paul Manger
Director of Marketing
Paul Manger
Fun Fact

Paul enjoys camping and hiking whenever possible.

Chief Operations Officer - Lee's Summit Office
Peggy Kasper
Retirement Plan Benefit Educator
Riley Zimmerman
Retirement Plan Benefit Educator
Riley Zimmerman

Experience: Started career in 2018 

Education: BA Education, BA History – SUNY Oswego 

Riley meets with plan participants, prepares meeting materials, and records educational materials while working out of our Rochester, New York office. He began working for Beltz Ianni & Associates (now Modern Wealth Management) in 2021. Before that, he worked at Paychex in their 401(k)-customer service center. 

Riley lives with his wife, Devyn, and their cat, Tywin. He enjoys writing, playing pickleball, and being an active member of his church. Riley is also a member of the National Association of Plan Advisors (NAPA). 

Client Service Manager
Stacy Determann
Tax Administrative Assistant
Susie Nysewander
Tax Administrative Assistant
Susie Nysewander

Susie joined Modern Wealth in 2023 when Martin James Investment & Tax Management joined our firm. She joined Martin James Investment & Tax Management in 2012. Susie provides administrative support to the tax team with a primary focus on tax-related projects. She’s also the first point of contact for our clients and enjoys assisting them with their needs.

Susie is happily married with two children. She enjoys watching sports (Indianapolis Colts and Los Angeles Dodgers), reading, traveling, and cooking.

Client Service Manager
Tanya Silivestro
Client Service Manager
Tanya Silivestro

Experience: Started career in 1993 

Education: AAS Business Administration and Marketing from Broome Community College 

Tanya serves as a liaison between our clients and advisors from our Rochester, New York office. She takes the lead in managing day-to-day service and administrative office operations, from scheduling client reviews and presentation preparation to data management and reporting, as well as strengthening client relationships with the firm. Tanya is also a New York State notary.

Tanya and her husband live in Greece, New York, with their children, Anthony and Mariana, and mini goldendoodle, Cozmo. Family and faith always come first for Tanya. She also enjoys watching Buffalo Bills football, visiting local distilleries and wineries, cruising with her husband, and supporting Strong Children’s Hospital. Tanya serves as the president of the Spencerport Education Foundation and the Spencerport Cheer Parent Club along with being a member of the Spencerport Booster Club. 

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