Estate Plan Coordinator + Client Specialist
Bill Page

What are your job duties?
I meet with clients and advisors to determine clients’ estate planning needs. Then, I coordinate meetings with attorneys to facilitate all that. I also facilitate the life insurance application and placement process. I also assist with various other tasks and projects that clients request.

What is your favorite thing about working at Modern Wealth Management?
The work-life flexibility because I have kids that are at the age where they’re doing anything and everything. That allows me to be here but to be there for them as well. I can also work from home when I need to.

What appealed to you about working at Modern Wealth?
I didn’t want to be in a sterile, quiet environment. I wanted to be in a place where you can interact with clients and staff, to share in the ups and downs of the people that you work for and work with.

How has working at Modern Wealth  helped fulfill your life?
It’s fulfilling to make a difference in other people’s lives. We get to check the boxes for what needs to be done for them financially and to be responsible for their families, and help them live their one best financial life.

What’s the most important thing in your life?
My family always comes first.

What’s your favorite thing to do with your family?
We like to travel and frequenting new eating establishments.

What are some of your favorite hobbies?
Being outside, spending time with family and friends, and going camping. We travel a lot during the summer and enjoy being at the lake, boating, camping and being with family and friends relaxing.

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