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.
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.
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.
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.
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.
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.
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!
Since 2009, Juls Cook Tramposh is the friendly voice our clients have heard when scheduling appointments/reviews with their Modern Wealth Management Advisor. Focusing on the clients and the relationships she has built, Juls has also helped bring fun and excitement to our retirees (or soon-to-be-retirees) lives by starting and running the Modern Wealth Management Travel Club which has traveled to Greece, Spain, and Australia amongst other various destinations.
When Juls is not at work, she enjoys spending time with her family, traveling in their Retro 66 Shasta camper, fly fishing, and relaxing with their two French Bulldogs, Ava Harlow, and Olive Monroe. Juls belongs to a Scooter club of 15 gals who scoot all around KC, exploring sites, markets, and great restaurants! They can find a parking spot anywhere.
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.
Maria can say the alphabet forwards AND backward.
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.
Michelle is responsible for accurately generating all account paperwork for prospects and clients and collaborating with advisors on complex requests. She follows up with clients or other financial firms on status or issues with account transfers and is responsible for the new account processes, including working with the operations assistant and billing teams to ensure updates to client fees are processed correctly and with the necessary forms.
Michelle performs several other tasks as well, but her favorite thing about Modern Wealth is getting to know our clients and helping them with their needs. She loves talking to them about their families and learning what they are doing with their lives.
Family, friends, and her dogs are the most important things to Michelle. She enjoys golfing, skiing, riding her bike, reading, and loving her dogs.
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.
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.
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.
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.
Paul enjoys camping and hiking whenever possible.
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