Experience: Public Accounting since 2022 

Education: Degree in Economics and Business from Hampden-Sydney College 

Jackson has always enjoyed helping people and he saw the chance to do exactly that at Modern Wealth. Since joining the team in July 2025, Jackson has helped with the preparation of tax returns and tax planning.  

Jackson has spent the entirety of his career working in public accounting, specifically focusing on taxation. Prior to joining Modern Wealth, he worked as a tax associate at a firm based in Danville, Virginia for three years. 

Jackson and his wife live in a small town in southern Virginia with their French bulldog, Remy. He enjoys spending time with family, especially on the family farm and while attending sporting events. Jackson played football at Hampden-Sydney College and is an avid football fan. He and his wife frequently return to their alma mater for football games and tailgates. Jackson also enjoys playing golf, cooking, grilling, and smoking barbecue.  

Experience: Started career in 2009

Education: B.S. Finance

Kyle is committed to ensuring that his clients are holistically cared for and thriving. He feels blessed and fortunate to work with great people and team members.

Kyle lives in the country and is happily married with four children. One of his favorite activities is helping his kids raise pigs, chickens, and turkeys. God, family, and clients are the three most important things in his life. He enjoys an active lifestyle that includes hunting, fishing, golfing, and coaching his children’s sports teams.

When it comes to giving to charitable causes, Kyle is a proud supporter of his church, three different missionaries, and Oakland Family Services.

Education: Bachelor of Science in cybersecurity engineering from George Mason University Honors College

Claire joined the Modern Wealth team in August 2026 to help develop a security program designed with the goal of bringing clients peace of mind. She started her career as a security analyst at an RIA in 2022 before graduating to the firm’s engineering team. Claire then became an architect before arriving at Modern.

Claire’s friends and family are the most important things in her life. Born and raised in Shawnee, Kansas, Claire has one sister and a niece. She graduated from a military high school in Lexington, Missouri, and then from George Mason University before returning to the Kansas City area.

Claire has a lot of hobbies. She is a severe weather enthusiast and storm chaser, enjoys building scripts and programs in Python, plays billiards regularly, takes fencing classes, and has forged her own knife. Claire is also passionate about strength and endurance training and enjoys setting measurable goals, tracking progress, and continuously improving through discipline, which is an approach that translates well to security.

Education: Bachelor of Science in Business Administration, finance and economics from Sacramento State University

Derrick joined the team when AWA Wealth Management became Modern Wealth Management in September 2026. He is the managing director for Modern Wealth’s Auburn, California office. As a CERTIFIED FINANCIAL PLANNER® professional and a CERTIFIED ESTATE PLANNER™ Practitioner, Derrick has assisted families and individuals with financial planning, wealth management and wealth transfer goals, and life and long-term care insurance needs since beginning his career in 1988. He has also obtained his FINRA Series 7, 24, and 63 designations.

Derrick founded AWA Wealth Management in 1994. Five years later, Derrick opened his office in Auburn, California, which is close to his hometown of Grass Valley. He uses a “big picture” approach when helping clients work toward their retirement goals. Derrick strongly believes that financial matters should be conducted on a personal level.

Education: Bachelor’s degree in business administration from Regis University

Grant joined the team when AWA Wealth Management became Modern Wealth Management in September 2026. He guides and supports clients as they work toward their financial goals. Grant aims to bring knowledgeable professional service in each interaction as he assists clients with account services and questions.

Grant arrived at AWA Wealth Management in April 2022. Shortly thereafter, he earned his Series 66 and Series 7 licenses in 2023 and his CA Life Insurance Exam in 2024. Grant looks forward to gaining more experience within the industry and receiving ongoing education with the goal of delivering a high degree of service to his clients. Outside of work, Grant enjoys exercising, skiing, camping, and sports.

Experience: Finance since 2019

Education: Bachelor of Science in Business Management from Colorado State University

Julia has assisted advisors and clients with a wide range of tasks since joining the Modern Wealth team in June 2025. Her primary job duties consist of client onboarding, account maintenance, and coordination between teams to deliver exceptional client service.

She enjoys building relationships with clients—helping them through the fun/happy times in their lives as well as the challenging times. Julia finds it very rewarding to helping clients work towards their goals. She started her career in the financial industry at TD Ameritrade as a client service associate before spending four years as an associate advisor at Narrow Path Financial.

Julia and her husband, Brandon, have two children, Taylor and Ava. They enjoy being outdoors together, snow skiing, camping, and hiking when not cheering on their kids at their sporting events! Julia also enjoys trail running and planning new adventures. A fun fact about Julia is that she used to own a women’s boutique.

Education: Bachelor of Science in business administration from the University of Phoenix; Master of Science in organizational leadership studies from Grand Canyon University   

Julian delivers retirement plan education sessions to participants in both in person and virtual settings. He travels to client sites approximately one to two weeks per month and builds and maintains strong relationships with retirement plan participants.  

Julian brought more than 10 years of experience to the Modern Wealth’s company retirement plan when he came aboard in April 2026. Julian’s experience includes statewide community outreach and public affairs, including building strategic partnerships across business, government, healthcare, transportation, and economic development sectors.

Julian is also a musician and enjoys listening to music. He also loves spending time with family, traveling to new places, and reading.