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Meet The Team

Michelle Anthony, MS, AIF®

Owner, President, and Financial Advisor



Michelle is an Accredited Investment Fiduciary (AIF®) and Financial Advisor with over 18 years of experience in the industry, including experience with top Fortune 500 firms. She is also the owner of Modern Wealth Management and...

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Aniza Barcelo, RFA®

Director Of Operations

(520) 298-1900

(520) 879-9979

Aniza coordinates Modern Wealth Management team’s operations and processes to ensure that the client experience is as smooth as possible. Although Aniza has a background in pharmacy, she has found her passion in finance and our...

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