Experience: Started career in 2017
Education: B.S. Finance
Kade arrived at Modern Wealth in 2021. He spends 50% of his time attracting new business to the firm, which encapsulates introducing potential clients to our firm, meeting with prospective clients, and putting together financial plans. The other 50% of Kade’s time is spent nurturing and serving current clients.
Kade is passionate about Modern Wealth’s unique take on comprehensive retirement planning. He loves that the work we do for our clients is truly in their best interest and helps them achieve their financial goals.
Modern Wealth has a family feel for Kade, as he gets to work alongside his father-in-law, Ken Osiwala, and wife, Danielle Messner. Kade lives a very active lifestyle, as he’s active in his faith, loves the outdoors, and enjoys anything that can broaden or deepen his knowledge on certain subjects.
Let’s Talk
Schedule a Conversation Today
Click below to schedule a short conversation with our Concierge Desk.
They will work with you to understand your needs and coordinate with the right advisor for your situation.
Already a client? Click here to contact us.