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.

Fun fact: Chad knows every word to “We Didn’t Start the Fire” by Billy Joel.

Fun Fact

My happy place is on the golf course and in the sun listening to music.

Fun Fact

Maria can say the alphabet forwards AND backward.

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.

For the last 14 years, Bill Page has been an employee of Modern Wealth Management. A graduate of Iowa Western Community College and UMKC, Bill has worked his entire career in the financial industry and has earned his Life and Insurance Licenses. “I enjoy trying to make a positive difference in our clients’ lives and helping them reach their financial goals by the time they are ready to retire.”

In Bill’s spare time, he enjoys spending time with his wife, Joni

With over 14 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 in Detroit.

Liz is a Michigan Notary Public. Her interests include cooking, softball and spending time with her friends, family and pets.

Favorites:
Favorite Book: The Notebook
Favorite Restaurant: Anything Italian
Favorite Sport: Wrestling I guess….that’s what I watch the most
Favorite Actor/Actress: Mark Wahlberg / Kristen Wiig
Favorite Weekend Destination: idk…I don’t really have one

Paula Jackson has been with Modern Wealth Management since 2007 as the “Director of First Impressions”. She is the friendly person (and voice) that will most likely greet you when you enter or call our Lenexa office. Her duties include a variety of administrative tasks and have a varied professional background. Paula enjoys working at a firm that has the ability to make such an important impact in the lives of others and allows her to build relationships with Modern Wealth Management clients. “I just enjoy people!”

When not at work, Paula can be found going to estate sales and spending time with her family and friends.

Fun Fact

While traveling from Liberal, KS to Oklahoma City, a truck hauling empty portapotties broke loose, crossed the center line, crashed into my car, and broke my right leg!

Jennifer Kucemba joined our team in 2019 as our Director of First Impressions. She is the friendly person (and voice) that will most likely greet you when you enter or call our Troy office.  She 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!

Jen is married, has 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 theatre stage!

Favorites:

Favorite Book: Love all children’s books – Roald Dahl especially (Would love to publish her own someday).

Favorite Restaurant: Camp Ticonderoga

Favorite Sport: Musical Theatre

Favorite Actor/Actress: Robert Downey Jr./Maggie Gyllenhaal

Favorite Weekend Destination: Discovering small towns anywhere in Michigan, finding new restaurants, and antiquing while there!

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 for the past 9 years, 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. Additionally, Juls leads the Art and Tasting Club which meets approximately once a month to explore the local cuisine and fine arts events happening in Kansas City

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.

Fun Fact

I belong to a Scooter club of 15 gals and we scoot all around KC exploring sites, markets, and great restaurants! We can find a parking spot anywhere.

Jason Hale joined the Modern Wealth Management team in March 2015 as an Administrative Assistant. Jason has been working in the financial industry for the past 11 years in the banking venue before expanding his career into wealth management firms. A native of Kansas, he attended Emporia State University after high school. He worked at Disney World in Florida, started his career in wealth management in Houston, and eventually found his way back to Kansas City. In his spare time, Jason enjoys remodeling the interior of his house as well as landscaping.

Fun Fact

I like to go kayaking and fishing.

Danielle graduated from Oral Roberts University in Tulsa, Oklahoma.  Following in her father’s footsteps, Danielle Osiwala joined the Modern Wealth Management team in June 2019.  Her main responsibilities is handling client service needs and processing paperwork.  In her spare time, she enjoys spending time with her family and friends, being outside, and surfing behind the boat.      

Favorites:

Favorite Book: More Than a Hobby
Favorite Restaurant: BJ’s Restaurant and Brewhouse
Favorite Sport: Hockey and Soccer
Favorite Actor/Actress: Shailene Woodley
Favorite Weekend Destination: Grand Haven

Fun Fact

Paul enjoys camping and hiking whenever possible.

Nanette Marx has been with Barber Financial group since 2000, making her one of our longest and most treasured employees. With her 18 years of experience, she is the only employee that has held a position in every department at Modern Wealth Management. Her knowledge and experience make a positive impact on our firm every single day. Today, she serves as the Operations and Marketing Assistant where her exceptional organizational skills are really able to shine. You may even get to see her welcoming you to one of our many workshops!

Not only is Nanette OUR office mom, but she is also the proud mother to Dickie, Katie (married 2 years to Mike), Maggie, and Allie, and just recently became a new grandmother to baby Mikey. Married to her husband Richard for 28 years, Nanette loves spending time with her family, taking vacations as often as possible, making t-shirt blankets for her children, and scrapbooking.