- Founded
- 2023
- Employees
- 101-250
- Total Funding
- $200M
Founded by Gary Roth, Jason Gordo, Mike Capelle in 2023.
About Modern Wealth Management
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
Leadership at Modern Wealth Management
The team at the top of the org chart.
Dean Barber
President & CEO
120 reports
Brian Johnson
Managing Director
Jeremiah Johnson
Managing Director
Kyle James
Managing Director
Martin James
Managing Director
Michelle Cannan
Managing Director, Head Of Company Retirement Plan Services
11 reports
Chad Webb
Head of Growth Operations
15 reports
Stephen T.
Director Of Investments
1 report
J.p. Rankin
Chief Compliance And Legal Officer
Open Jobs at Modern Wealth Management (9)
- Modern Wealth Management · Monterey, CA, US · 4d$80k – $90kFull-time
- Modern Wealth Management · Boise, ID, US · 10d$55k – $60kFull-time
- Modern Wealth Management · Campbell, CA, US · 1mo$90k – $115kFull-time
- Modern Wealth Management · Mesa, AZ, Mesa, AZ, US · 2mo$60k – $75kFull-time
- Modern Wealth Management · Lenexa, KS, US · 4mo$45k – $50kFull-time
- Modern Wealth Management · Mesa, AZ, US · 6mo$90k – $120kFull-time
- Modern Wealth Management · Mesa, AZ, US · 6mo$130k – $150kFull-time
- Modern Wealth Management · Mesa, AZ, US · 7mo$80k – $110kFull-time
- Modern Wealth Management · Mesa, AZ, US · 7mo$60k – $75kFull-time
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