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A Team of Experienced Professionals

Focused on Helping You Prosper

Combining Our Diverse Skill Sets to Serve You

Each member of our team collaborates to create, oversee and manage your wealth strategy. However, we don’t just take a team-based approach internally. We also believe in working closely with all of our clients to thoroughly educate and personally guide you. Building a close relationship not only helps us advise you based on a genuine understanding of your life—it’s something that makes our work extremely rewarding.

Our clients remain at the center of everything we do. As an independent firm led by Accredited Investment Fiduciary® (AIF) professionals, we’re not beholden to a wirehouse nor directed to sell products. The solutions we develop are always designed in your best interest and to meet your needs. We don’t believe managing your hard-earned wealth should be done any other way.


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Michelle Anthony, MS, AIF®

President, Managing Partner, and Financial Advisor

Michelle Anthony

Michelle Anthony, MS, AIF®

President, Managing Partner, and Financial Advisor

Phone: (520) 298-1900

Fax: (520) 879-9979

Email: michelle@advisemenow.com


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 Modern 401(k). Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients’ needs. She also adds an educational feature to help ensure all her clients make informed decisions.

Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future.

Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in finance and Bachelor of Science in finance.

While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of

nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, was on the Board of Directors for Casa de los Niños, and the Banner Advisory Board. She is also a member of the Women’s President Organization.

Michelle is married to Mike, and they have a fun, garbage truck loving son, Andrew. Michelle loves every second of being a mom and has learned more about garbage trucks than she ever imagined.

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Samuel Sutterfield AIF® RFC®, CES® Photo
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Samuel Sutterfield AIF® RFC®, CES®

President, Managing Partner, and Financial Advisor

Samuel Sutterfield

Samuel Sutterfield AIF® RFC®, CES®

President, Managing Partner, and Financial Advisor

Phone: 520-298-1900

Fax: 520-879-9979

Email: sam@advisemenow.com


Sam is an Accredited Investment Fiduciary (AIF®) and the owner of Modern Wealth Management. With over 15 years of experience in the financial industry, Sam has held various positions in the banking and investment advice industries. He says, “My mission is to help my clients plan for a sound financial future in a way that best meets their needs. I look forward to extending my services to you and your family. Together, we can discuss financial strategies and design a plan to fit your unique situation.”

As a financial advisor, Sam delivers a full range of investment planning strategies tailored to your financial objectives. He takes the time to listen, understand, ask questions and develop a plan and investment portfolio that is easy to understand and monitor. Sam has extensive experience and knowledge of financial strategies while also having access to a wealth of information and the appropriate specialists.

Sam is a Tucson native, but spent his college years in Minnesota. He enjoys spending time with his wife Elle and their two children, Halle and William. They love to stay active by traveling, hiking and enjoying the desert wildlife.

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Stephen Rodgveller

Financial Advisor and Senior Vice President

Stephen Rodgveller

Stephen Rodgveller

Financial Advisor and Senior Vice President

Phone: 520-298-1900

Fax: 520-879-9979

Email: Srod@advisemenow.com


Steve brings 35 years of experience in both the private and public sectors to his development and private client roles at Modern Wealth Management. As a successful entrepreneur, Steve has built and sold multiple private businesses and has valuable personal business experience and knowledge that benefits his financial service relationships.

While serving on the boards of YMCA, The Jewish Federation and as the chair of the Hillel Foundation at the University of Arizona, Steve developed a deep understanding of the essence of legacy and multi-generational planning. Steve leverages extensive relationships in developing key alliances and client relationships on a national basis.

As a personal financial advisor, Steve has created a practice committed to helping business owners and individuals achieve their objectives, mainly focusing on retirement and business succession planning, investment strategies, asset and income protection and estate planning.

Steve is a graduate of the University of Arizona with a degree in economics. He holds Series 7 and Series 66 investment licenses, as well as his life & health insurance licenses.

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Sean Bennett

Financial Advisor and Vice President

Sean Bennett

Sean Bennett

Financial Advisor and Vice President

Phone: 520-298-1900

Fax: 520-879-9979

Email: sean@advisemenow.com

As a financial advisor, Sean became an expert in listening to financial problems and finding a wide variety of investment solutions, even ones you may not have heard about. Sean is a SmartVestor Professional with the Dave Ramsey program, helping investors start and optimize their retirement plans. Working with service men and women has been a high point in his career, as he truly appreciates the opportunity to help the selfless budget and secure their retirement goals.

Sean was originally from New Jersey before relocating to Tucson with his family. He graduated from Sabino High School before attending the University of Arizona. Bear Down! At the U of A, Sean earned his Bachelor of Science, with a double major. Sean supported himself through college by working in the service industry, where he learned the importance of customer satisfaction and the importance of a strong work ethic.

Sean serves as the president of the Assisted Living Network of Southern Arizona, advocating for better quality of care and quality of life for Tucson’s senior community. He also is the treasurer of the Tucson chapter of Gabriel’s Angels, an Arizona based charity that brings pet therapy teams to at-risk youth in crisis centers, trauma centers and schools. In his free time, Sean enjoys hiking, camping, golf and traveling. 

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Eddie Cervantes AIF®

Financial Advisor and Vice President

Eddie Cervantes

Eddie Cervantes AIF®

Financial Advisor and Vice President

Phone: 520-298-1900

Fax: 520-879-9979

Email: Eddie@advisemenow.com

Eduardo (Eddie) is an Accredited Investment Fiduciary (AIF®), a 401(K) specialist and also part of the Modern 401(k) team. Eddie works with business owners to implement custom designed retirement plans. Along with those plans, he provides the employees with financial education and financial wellness.

Eddie was born and raised in California. He ventured to Arizona with his family to advance his career in finance starting with banking. Eddie has served in a variety of roles, each of which he credits for developing his skills in becoming an excellent relationship manager. Prior to achieving his goal of becoming a financial advisor, he served as a bank branch manager and private banker.

Eddie enjoys spending time with his children, especially helping his daughter advance her basketball passion. He also enjoys a beer with friends every now and then.

Se habla español.

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David Martinez

Financial Planner and Vice President

David Martinez

David Martinez

Financial Planner and Vice President

Phone: 5202981900

Email: david@advisemenow.com

As a financial planner, David Martinez is determined to provide an exceptional experience for his clients. He believes that through education, involvement and planning, he can help make an impact in his clients’ lives. He focuses on each client’s goals and aspirations, and from there he creates a roadmap on how to get them from their current destination to where they want to be. David is also a 401(K) specialist and part of the Modern 401(k) team.

David has been in the financial industry for seven years, where he has had the opportunity to work in different sectors, including retail banking, wealth management, investment advice and consumer & business lending. Each sector provides a wealth of knowledge that he uses as a financial planner.

David is a Tucson native, born and raised. He attended University of Arizona and University of Phoenix, receiving a bachelor’s degree in business financial planning. He is currently enrolled at California Lutheran University working on an MBA with Certified Financial Planner (CFP®) certification.

In his free time, he loves to run the Rillito river, play basketball throughout the city and try new restaurants with his three brothers. His parents raised him and his brothers to respect and care for their communities. As a result, he has been involved in volunteer opportunities such as Toys for Tots, Junior Achievement and the Tucson Festival of Books.

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Aniza Barcelo

Director of Operations

Aniza Barcelo

Aniza Barcelo

Director of Operations

Phone: 520-298-1900

Fax: 520-879-9979

Email: aniza@advisemenow.com

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 is on the career path to obtain her securities principal licenses.

Aniza is a fur mommy to two cats, Onyx and Leo. In her spare time, she likes to travel, craft and spend time with her family and friends.

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Brian Delgado

Relationship Manager

Brian Delgado

Brian Delgado

Relationship Manager

Phone: 5202981900

Fax: 5208799979

Email: brian@advisemenow.com

As Modern Wealth Management's relationship manager, Brian supports the operations team. Brian began his career by completing the internship program at Catalina Wealth Management his senior year at the University of Arizona. He has developed a solid foundation of knowledge in the industry and is excited to learn more from his mentors as he grows into his career as a financial planner. He has a passion for giving sound financial advice and educating clients, setting them on the right path towards retirement. He has his insurance license and is currently studying for the Series 7 and 66.

Brian was born and raised in San Jose, California and moved to Tucson to attend the University of Arizona. He has a passion for providing financial literacy to the community and is fueled by his personal experience of seeing his parents work throughout their lives without a financial plan in place. Brian took this passion and earned his B.S. in personal and family financial planning in May of 2020.

In his free time, Brian enjoys spending time with a local car club and taking his french bulldog, Russell, around the community, exploring the various dog parks Tucson has to offer. Brian also loves traveling and strives to visit a different country once a year.

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Jenn Roberts

Agent, Modern Insurance Group

Jenn Roberts

Jenn Roberts

Agent, Modern Insurance Group

Phone: 5208346983

Email: jennifer@advisemenow.com

Jenn is the senior vice president of Modern Insurance and has over six years of experience in the insurance industry. Specializing in finding the best rates and coverage for her clients, Jenn is known for raising coverage to better protect her clients while somehow saving them money.

Jenn was born in Tulsa, Oklahoma but raised in Tucson. She attended Palo Verde Christian and went to Vanguard University on a softball scholarship. Jenn is married with three strapping boys.

Although she loves insurance, her true passion is her kids and the sports they play. She serves as the booster president for football and volunteers for soccer and wrestling. If you can’t find her in the office, she is at one of her kids’ sporting events.

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San Miguel Interns

San Miguel High School Cirsto Rey Network

We are excited to participate in the San Miguel High School Corporate Work Study Program. This is a wonderful program where the students learn valuable job skill and earn money to help offset their tuition.

Adrian Smith

Operations Associate

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