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...
Director Of Operations
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...