Meet The Team
Michelle Anthony, MS, CDFS®, AIF®
Founder, Owner, President, Financial Advisor, and Host of The Financial Revamp
520-879-9979
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...
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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