Gary Roth is a co-founder and co-CEO at Modern Wealth Management, where he is responsible for execution of the company’s business plan. Prior to being a part of the founding team at Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. He also served as Chief Business Officer and Chief Financial Officer at United Capital, where he was part of the team that co-founded, scaled and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million.
Roth was also a co-founder at AssureNet, one of the cloud computing pioneers in financial services that created salesforce automation solutions for financial consultants and insurance brokers.
Roth holds MBAs from Columbia Business School and the University of California at Berkeley, Haas School of Business. He received his undergraduate degree from Columbia University.
Mike Capelle is a co-founder and co-CEO at Modern Wealth Management. From his decades-long career in wealth management, Capelle has experience building advisor-client wealth management platforms to drive continuous growth. Prior to co-founding Modern Wealth, Capelle was a managing director at Goldman Sachs Personal Financial Management, where he was the Head of High-Net-Worth Product.
In addition, Capelle was part of the team that co-founded, scaled, and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million, where he served as Chief Platform Officer. Capelle was responsible for the company’s operating platform and technology and for driving enterprise innovation. He was also a member of the firm’s Investment Committee.
Early in his career, Capelle worked on microprocessor design and manufacturing at Intel Corporation. Capelle earned a master’s degree in management from the MIT Sloan School of Management and a master’s degree in electrical engineering and computer science from MIT. He earned his undergraduate degree from the University of Illinois at Urbana-Champaign.
Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.
Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.
Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.
Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.
Dean Barber is a managing director at Modern Wealth Management. After serving as the CEO and founder of Barber Financial Group since 1996, he was thrilled to team up with Modern Wealth co-founders Jason Gordo, Mike Capelle, and Gary Roth in effort to provide a full scope of wealth management services to people nationwide.
When Barber founded Barber Financial Group in 1996 in Lenexa, Kansas, he had the goal to help as many people as possible with getting them to and through retirement. He accomplished that and more with the team of CFP® Professionals, CPAs, estate planning specialists, insurance experts, and other professionals he built at Barber Financial Group.
Under Barber’s leadership, the Barber Financial Group brand became a staple of the financial services industry in the Kansas City area. In 2009, Barber Financial Group took a big step forward Bud Kasper’s Lee’s Summit, Missouri-based team from Kasper Steck Wealth Management came aboard. Kasper and former Osiwala Financial Group President and CEO Ken Osiwala joined Barber as managing directors of Modern Wealth.
At Barber Financial Group, Barber and his team created The Guided Retirement System, which is a comprehensive financial planning process that begins roughly a decade prior to the client’s desired retirement date and goes through the entirety of their retirement. Gordo, Roth, and Capelle liked what they saw in the Guided Retirement System and Barber Financial Group’s core services. It was an easy decision for them to reach out to Barber and present the opportunity to carry out many of Barber’s ideals on the national level at Modern Wealth.
Dean enjoys that his work quite literally has a family feel to it at Modern Wealth. His brother, Shane, is an executive advisor, two of his five children, Nic and Cydney, are client service specialists, and his nephew by marriage, Chad Webb, is the vice president of people and operations. One last fun act about Dean is that his career began with Waddell & Reed on October 19, 1987, also known as Black Monday, which marked the worst stock market crash in Wall Street’s history.
Bud Kasper is a managing director at Modern Wealth Management. After serving as the president of Barber Financial Group’s Lee’s Summit, Missouri office, Kasper was excited to join forces with Modern Wealth co-founders Jason Gordo, Mike Capelle, and Gary Roth in effort to provide a full scope of wealth management services to people nationwide.
Kasper’s career in the financial services industry has spanned four decades (fellow Modern Wealth managing director Dean Barber sometimes calls Kasper the original CFP® Professional). He spent 14 of those 40 years at Kasper Steck Wealth Management until it merged with Barber Financial Group in 2009. Bud’s career began with Paine Webber in 1983.
Bud feels blessed to continue working alongside his wife, Peggy, and son, Matt, with Modern Wealth. Peggy serves as the Chief Operations Officer – Lee’s Summit Office, while Matt is an executive advisor. Bud’s sons, Brad and Ryan, followed in his footsteps to the financial services industry, as they respectively serve as the president, CFO and partner of LSA Portfolio Analytics.
During Bud’s tenure with Barber Financial Group, he joined Barber in building a team of CFP® Professionals, CPAs, estate planning specialists, insurance experts, and other professionals that was offering asset management, estate planning, retirement planning, and insurance at an exemplary level. He and Barber are joined by former Osiwala Financial Group President and CEO Ken Osiwala as managing directors at Modern Wealth.
At Barber Financial Group, he and Barber implemented the Guided Retirement System, which is a comprehensive financial planning process that begins roughly a decade prior to the client’s desired retirement date and goes through the entirety of their retirement. Gordo, Roth, and Capelle liked what they saw in the Guided Retirement System and Barber Financial Group’s core services. It was an easy decision for them to reach out to Barber and present the opportunity to carry out many of their ideals on the national level at Modern Wealth.
With almost 30 years of experience in the financial services industry, Ken has extensive experience in providing strategies to retirees and pre-retirees to help protect and preserve their principal. Ken’s goal is to deliver unparalleled personalized service to each client as he helps develop comprehensive financial plans based on each client’s individual needs.
Prior to starting the firm, Ken was an accountant for one of the largest accounting firms in the world, Ernst and Young. Ken has previously passed his Series 6, 7, 22, 26, 63 and 65 securities exams and his exams for Life, Health and Variable Annuity insurance products. Ken is also an Accredited Investment Fiduciary (AIF®).
Ken serves on the Board of Directors for a non-profit organization in the Community, Promise Village Home for Children. Ken has been married to Beth for 29 years and counting they have three children.
He enjoys spending time with his family, boating, fishing, kite boarding and is actively involved in his church. As a public service, every Sunday from 6 to 7pm on WJR Radio, Ken co-hosts the “America’s Wealth Management Show” where investors are informed by various industry professionals regarding strategies that could have a profound impact for the financial future of many near term retirees as well as current retirees.
Favorite Book: Bible
Favorite Restaurant: Seasons 52
Favorite Sport: Kiteboarding/Surfing
Favorite Weekend Destination: Glen Arbor, MI
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.
For over a decade, Shane has dedicated himself to helping his clients achieve financial independence, allowing them to retire with Clarity and Confidence. As a father and a grandfather, Shane understands that there are far more important things in his client’s lives than money, and he works diligently to ensure that they can focus on those things. Having spent nearly 20 years behind the scenes in the manufacturing industry, he gained a deep and unbiased knowledge of how the real economy works. Because of that experience, he believes that understanding the complex relationship between the economy and the financial markets is paramount in managing risk, providing sound advice and implementing wise solutions. His approach, of building a well-crafted wealth management plan that integrates the four pillars of Asset Management, Tax Planning, Risk Management, and Estate Planning puts the focus where it should be, on the client’s best interests. For Shane, the saying “you only get one life, so you should live it the best way you can” is the driving force behind his work for his clients…helping them to live their lives, the best way they can.
Shane holds the Registered Financial Consultant (RFC) designation and has passed his series 7 and 66 exams.
Bruce Godke has been offering financial guidance and solutions to Kansas Citians for nearly his entire career, using an objective, process-driven approach that considers quantitative data as well as individual values, dreams, and desires.
Bruce, along with his team of subject matter professionals works closely with clients to customize, implement and manage comprehensive retirement plans that include investment, tax, insurance, and estate planning strategies. Bruce, a Registered Financial Consultant (RFC), Chartered Life Underwriter (CLU), and Accredited Investment Fiduciary (AIF®) specializes in creating effective solutions for individuals, business owners, and professionals. His comprehensive, service-oriented approach to assisting clients is designed to help people transform their visions of retirement into reality.
Stephen Tuckwood (Tuck) joins Modern Wealth Management as the firm’s Director of Investments. Tuck and his team will be responsible for the design, construction, management, and oversight of the firm’s investment platform. He’ll be leveraging almost two decades of industry experience and an extensive investment manager network to bring innovative investment solutions to the Modern Wealth advisor base.
Prior to joining Modern Wealth, he worked within Goldman Sachs’ Alternative Investments & Manager Selection (AIMS) Group, which is responsible for identifying, researching, and selecting leading third-party investment managers. There, he helped provide investors with investment and advisory solutions across multiple asset classes by engaging, diligencing, and collaborating with leading investment managers from around the world. With over 350 professionals across 11 offices globally, the AIMS Group helps institutional and individual investors with their program design, manager diligence, portfolio construction, and risk management.
Previously, Tuck was the Head of Research at United Capital, where he led a team of investment professionals responsible for the firm’s $15 billion centralized investment platform. In addition to running the Research Team, Tuck was the portfolio manager for their Core Portfolio Solutions as well as the specialized Active Equity strategies. He also served as a content leader for the design of client literature about the investment platform and oversaw the development and evolution of new mediums for delivering messaging from Investment Management to the advisor base, clients, and prospects.
Tuck has a bachelor’s and master’s degree in finance and holds the Chartered Financial Analyst® designation.
William R. Doty serves as an advisor at Modern Wealth Management helping clients make smarter decisions and avoiding costly mistakes in planning for their retirement. Will joined Modern Wealth Management in 2007 after working as a Loan Officer. Now serving clients as an advisor, Will strives to view each situation from his client’s unique perspective to consistently provide wise counsel and excellent service.
With a Bachelor of Science degree in Business Management, Will has a special appreciation for the educational basis of Modern Wealth Management’s investment approach. Will is an Accredited Investment Fiduciary (AIF®) and has passed his Series 7, 63, and 65 exams. This has positioned him to act solely in the best interest of his clients in order to help deliver a sense of confidence and peace of mind. Will lives in Shawnee, KS and enjoys fishing, camping, sports, aviation (he holds his pilot’s license) and spending time with his family and friends.
I have 100+ hours as a pilot in a Cessna 172R
Drew Jones began his career at Modern Wealth Management in 2008 as a Call Center Specialist. After hearing numerous stories from people who had fallen victim to a “Financial Salesperson” rather than a true Wealth Manager, Drew became a Financial Advisor in October of 2012. A graduate of the University of Missouri-Columbia, Drew specializes in working with those 55 years or older, offering holistic financial planning for those preparing for retirement by building solid written plans that complement his knowledge of financial and insurance products, as well as tax reduction strategies and proper estate planning.
“I really enjoy seeing the reaction from my clients when they understand their complete financial picture and realize that they have a plan in place to help ensure they won’t run out of money in retirement.” Drew is an Accredited Investment Fiduciary (AIF®) and has passed his series 7, 63 and 66 securities exams and holds licenses for Life, Health and Accident insurance products.
My great great grandfather, Alexander Rector, discovered coal in Macon County Missouri (my hometown County) in 1860 while digging a well.
Logan DeGraeve is a member of our team of wealth managers and has passed his Series 7 and 66 exams. He received his undergraduate accounting degree in 3.5 years from Baker University with a minor in Economics while playing football. Logan began his career at Modern Wealth Management as a college intern before joining the firm full-time after graduation.
Logan fully embraces the holistic financial planning process and seeks to provide solid, professional advice on ways to work toward a client’s financial goals. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and an Accredited Investment Fiduciary (AIF®). He takes an active role in educating clients about matters concerning investments, tax reduction strategies, risk management, and estate planning. His goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding. Once a plan is implemented, a timely review and update are consistent with his investment process.
Matt Kasper began his career in the financial industry in 2005 as a Trader and computer operator for Financial Securities. In 2007, Matt became a Para-planner for Kasper Steck Wealth Management until joining Modern Wealth Management as a Financial Advisor in 2012. A graduate of Missouri State College, he has passed his Series 7 and 66 exams. As one of the founding pioneers of LSA Portfolio Analytics and a current member of the investment committee, Matt understands how important his clients’ goals are and creates solutions to help them save and manage their wealth.
“What we do is intense. It’s about doing what’s right and having a plan in place for folks so they can work towards a retirement they have always wanted.” In his spare time, Matt coaches for the KC Legends Soccer Club and has completed 14 marathons and hopes to complete the 5 major marathons in the world (Chicago, New York, Boston, London, Berlin and possibly Tokyo).
Kyle’s life journey through the financial markets provides him with the in-depth knowledge of theories and experience necessary to provide the right advice for the clients he works with on a daily basis. Kyle graduated from Cornerstone University with a Bachelor of Arts in Finance and captained the men’s soccer team. Kyle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has also previously passed his Series 7, 9, 10, 63, and 65 securities exams and his exams for Life, and Health insurance products. When Kyle is out of the office, he can often be found spending time with his wife and children, attending church, fly-fishing, hunting, golfing, or cleaning up the house. Kyle has lived in Kentucky, Missouri, and Michigan.
Favorite Book: Freakonomics
Favorite Restaurant: Ken’s Country Kitchen
Favorite Sport: Football
Favorite Actor/Actress: Jim Caviezel
Favorite Weekend Destination: “Up North”
Pete first entered the financial services industry as an intern with us in Detroit. It was during that summer that he developed a passion for helping people meet their financial goals and decided to pursue a career as a financial advisor. After graduating from Grand Valley State University, he joined the team as a Financial Associate. Peter has previously passed his Series 7, and 66 securities exams and his exams for Life insurance products.
Pete is a Metro Detroit native. He enjoys spending time with his friends and family, watching and participating in a variety of sports, and volunteering at his church.
Favorite Book: Rich Dad Poor Dad by Robert T. Kiyosaki
Favorite Restaurant: The Brewery on Hayes (Clinton Twp)
Favorite Sport: Hockey (NHL)
Favorite Actor/Actress: Woody Harrelson
Favorite Weekend Destination: Spending time at my family’s cabin in West Branch
Chris Rett joined the Modern Wealth Management team as a Financial Advisor in 2021. Chris is a CERTIFIED FINANCIAL PLANNER™ and comes to Barber Financial Group from Metro Detroit and brings with him over 8 years of industry experience.
Prior to joining Modern Wealth Management, Chris was a financial advisor specializing in Retirement Planning for the Motor City and surrounding areas. Chris takes great pride in the fiduciary responsibility of always doing what is in the best interest of the client and enjoys educating and empowering clients in their financial decisions.
Chris is a graduate of Michigan State University and is an avid Spartan fan. When Chris isn’t busy taking care of his clients you can find him on the golf course or watching football.
Jeff Ernest began as an Advisor at Modern Wealth Management in 2014 and has passed his Series 7 and 66 exams. A graduate from the University of Nebraska with a Bachelor of Science in Finance, he assists clients with account requests and questions while also helping advisors prepare for client meetings. “If I can make even just one person’s day better, it’s a great feeling.” In his spare time, Jeff enjoys “all things Royals” as well as Nebraska and Michigan athletics. Along with his wife Kelsey and their two Shelties, Moose and Kali, Jeff likes to hit the road to the Colorado mountains and spending time with family and friends.
I am a Nebraska native who started driving at 13 and started going gray at 16.
Wayne was born in Johannesburg, South Africa. After serving in the South African military, Wayne received his Bachelor’s degree in Hotel and Restaurant management from Witwatersrand University in 1995.
Wayne immigrated to the US in 1996 and pursued a career in the food and beverage industry, ultimately working his way into upper management at the Shady Canyon Country Club in Orange County, California.
In 2005, motivated by family needs and his passion for helping people, Wayne changed his career path and pursued a profession in financial services and moved to the Midwest. After working for some of the most elite financial service companies in the role of sales and training, Wayne joined Modern Wealth Management in 2014. Wayne has passed his Series 6, 7, 63, 66, and insurance exams and has his CRPC® (Chartered Retirement Planning Counselor) and Accredited Investment Fiduciary (AIF®) designations.
Wayne Robinson is an avid outdoorsman who loves nature, mountain biking, trail running, hiking, camping, bird watching, food, and wine. He is married with 2 children and also holds a certification as a Sommelier.
I am a bird nerd and have bird wars with my neighbor to see who can attract more birds. I think I am always in the lead, he thinks he is always in the lead, either way, the birds win.
Craig Snedden began his career at Modern Wealth Management in 2016 as a Paraplanner after previously working in the financial services industry for over 15 years helping clients get the most from their investment savings by focusing on tax strategies, investment management, and strategic financial planning. Craig’s decision to work for Modern Wealth Management came after working for several companies locally but sought to work for a company with extensive investment knowledge, well known throughout the community, and that had the same “Client First” mentality that was #1 on his priority list. “It’s nice to see how other firms conduct business and know that we do things the rights way. A lot of advisors can guide you on how to help grow your money, not many can educate you on how to withdrawal your money the most tax efficient way.”
Craig is currently an Investment Advisor Representative and has passed his series 7, 63, 66 exams and is licensed for Life and Health insurance products. In Craig’s spare time, he enjoys spending time with his wife Jennie and 3 kids, along with coaching his son’s baseball team.
I enjoy relaxing in the bleachers watching my son play Baseball!
Kade Messner joined Osiwala Financial Group in the Spring of 2021. Before joining the team, he worked at multiple Fortune 500 companies in Metro Detroit as a Financial Analyst. Kade is an Oakland University alum with a finance degree. Kade is an Accredited Investment Fiduciary® (AIF®) and a Financial Coach through Dave Ramsey. He has also passed his Series 65 and Life Insurance exams as an advisor. Kade plays a pivotal role in attracting new clients as well as servicing current clients.
Outside of work, Kade enjoys to read, play guitar and piano, spend time with family, and help lead a young adult’s group at church.
Favorite Book: The Last Arrow by Erwin McManus
Favorite Restaurant: Bar Verona
Favorite Sport: Football
Favorite Actor/Actress: Leonard DiCaprio/Emma Stone
Favorite Weekend Destination: Family lake house in St. Helen, MI
Email: [email protected]
Phone: (913) 275-2446
Darren Newell, born and raised in Shawnee, Kansas, is a broker agent at Midwest Professional Insurance (MPI). He writes both personal and commercial lines of insurance treating each client as an extension of his own family. Darren’s passion for insurance coverage and the security it offers the community, coupled with his experience in the hospitality industry, prompted his transition into insurance in order to help provide a better quality of life for his family.
Darren’s life as an insurance agent allows him to take care of people and their assets at a very high level. He takes pleasure in getting to know his clients on a personal level so he understands how he can best help them feel at ease in the knowledge that when their worst day comes, they are protected.
Thomas D. Clough joined Modern Wealth Management in 2015 as the President, where he oversees the entire business operation including Marketing, Operations, Compliance, Human Resources, and Finance. Prior to joining BFG, Tom was District Director for the Kansas City District Office of FINRA/NASD and also served in the capacity of President and COO of Pension Resource Institute. Tom is a graduate of the University of Missouri, Trulaske College of Business as well as the Securities Industry Institute at the Wharton Business School at the University of Pennsylvania. In addition, Tom currently serves as the President of the Jake Clough Headstrong Foundation (their son Jake Clough passed away in 2005) and has been a past board member of the Finance Dept. Advisory Board at the University of Missouri and a member of the Chairman’s Club at the University of Kansas Hospital.
When not at work, Tom enjoys spending time with his wife, Otis and their children, Liza, Wen and Merrie at their sporting events along with Mizzou sports, along with traveling to the beach during the summer months.
Tom’s favorite singers are Frank Sinatra and Dean Martin and his favorite drink is a Dirty Martini.
With over 15 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.
Favorite Book: The Notebook
Favorite Restaurant: Kruse & Muir on Main
Favorite Sport: Baseball
Favorite Actor/Actress: Ryan Reynolds & Sandra Bullock
My happy place is on the golf course and in the sun listening to music.
Maria can say the alphabet forwards AND backward.
Corey Hulstein joined the Modern Wealth Management team as a Tax Advisor in 2020. Corey has been in the industry for 7 years. In July of 2022, Corey was promoted to Director of Tax.
Prior to joining Modern Wealth Management, Corey was a Senior Accountant at Van Bruggen & Vande Vegte, P.C. where he managed a variety of tax and financial statement projects.
When Corey isn’t busy keeping taking care of his clients you can find him spending time with his wife and two daughters, exploring the area hiking trails, or, as a die-hard fan, watching Minnesota Vikings on Sundays.
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.
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.
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!
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.
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.
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.
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
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.
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