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.

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.  

Experience: Started career in 2005.
Education: Bachelors of Business Management – Purdue University

Carrie joined the team in October 2023 when Martin James Investment & Tax Management became a part of Modern Wealth. She plays a big role within our tax department through internal accounting/bookkeeping, client communications, first and last touch of client tax documents (SurePrep & then E-file), project management, and serving as a technology consultant.

Carrie and her husband, Andy, have two daughters, Lottie and Doria. Their kids’ activities keep them busy, as Lottie plays travel soccer and Doria is on the robotics team (been to World’s twice in Dallas). She loves to vacation at the beach and spends free times with friends and family.

Shannon Balmer is the Director of Operations, overseeing the day-to-day functions of the Denver office and supporting the team in delivering a consistent and thoughtful client experience. 

Shannon was part of Brown & Company—a Denver-based wealth management firm serving clients across the country—before joining Modern Wealth Management in April 2026. She joined the team in 2022, bringing more than 20 years of experience in financial services. Prior to that, she spent five years as a philanthropic advisor at Colorado College, working with family foundations and high-net-worth donors. 

Shannon earned her Bachelor of Arts in Economics from Colorado College. She lives in Castle Pines with her husband and three children and enjoys hiking, skiing, and spending time with family.