Meet The Team
Michelle Anthony, MS, CDFS®, AIF®
Founder, Owner, President, Financial Advisor, and Host of The Financial Revamp
520-879-9979
Host of The Financial Revamp | KNST AM 790 | Sat. 2-3 p.m. & Sun. 10-11 a.m.
Michelle is an Accredited Investment Fiduciary (AIF®), Certified Divorce Financial Specialist (CDFS®), and Financial Advisor with over 26 years of experience in
Dulce Cadena
Senior Client Experience Manager
Dulce holds a Bachelor’s degree in Business and has a background in administrative roles within the healthcare and education fields.Her interest in personal finance started with a desire to improve her own family’s financial well-being...
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Larissa Alarcon-Teposte
Director of Operations Associate
Larissa serves as a Director of Operations Associate at Modern Wealth Management, supporting both clients and advisors with account openings, paperwork, and day-to-day service needs. She is currently pursuing a degree in finance at The...
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Raymond Satathite
Direct of First Impressions
Ray serves as the Director of First Impressions at Modern Wealth Management, providing a welcoming and professional experience for clients from the moment they connect with our office. While pursuing his college education in finance,...
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