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.

Michelle Anthony, MS, CDFS®, AIF®

Founder, Owner, President, and Financial Advisor

Michelle Anthony, MS, CDFS®, AIF®

Founder, Owner, President, and Financial Advisor

Phone: (520) 298-1900

Fax: (520) 879-9979

Email: michelle@advisemenow.com

Michelle is an Accredited Investment Fiduciary (AIF®), Certified Divorce Financial Specialist (CDFS®), and Financial Advisor with over 26 years of experience in the industry, including experience with top Fortune 500 firms. She is the founder and 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 decade 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 was the Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Niños, and 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.

Get to know more about Michelle from her interview with Bold Journey.

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Sean Bennett, AIF®, RFC®

Financial Advisor and Senior Vice President

Sean Bennett, AIF®, RFC®

Financial Advisor and Senior Vice President

Phone: 520-298-1900

Fax: 520-879-9979

Email: sean@advisemenow.com

As an Accredited Investment Fiduciary 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. 

Eddie Cervantes AIF®

Financial Advisor and Senior Vice President

Eddie Cervantes

Eddie Cervantes AIF®

Financial Advisor and Senior 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 a key member of the Modern 401(k) team. He partners with business owners to design and implement customized retirement plans, while also providing employees with financial education and wellness resources.

Originally from California, Eddie moved to Arizona with his family to further his career in finance, beginning in banking. Over the years, he has held various roles that have shaped his expertise in relationship management. Before achieving his goal of becoming a financial advisor, he gained valuable experience as a bank branch manager and private banker.

Outside of work, Eddie enjoys spending time with his wife, Celyna, and their children—especially supporting his daughter’s passion for basketball. He also appreciates unwinding with friends over a good beer.

Se habla español.

Stephen Rodgveller, AIF®

Financial Advisor and Senior Vice President

Stephen Rodgveller

Stephen Rodgveller, AIF®

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.

Yolanda Reyes

Director of Operations

Yolanda Reyes

Director of Opperations

Phone: 5202981900

Fax: 5208799979

Email: yolanda@advisemenow.com

Yolanda has a Bachelor of Applied Science from the University of Arizona. She has an extensive background in the banking industry, with over 10 years of financial experience.

Dulce Cadena

Office Manager

Dule Cadena

Office Manager

Phone: 520-298-1900

Fax: 520-879-9979

Email: Dulce@advisemenow.com

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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. That personal motivation led her to explore a new path in wealth management, where she’s excited to continue learning and eventually help others who may be navigating similar questions about money and planning for the future.

Dulce is grateful to be part of Modern Wealth Management, where she can grow professionally while contributing to a mission focused on helping people gain clarity and confidence with their finances.

Outside of work, she enjoys spending time with her husband and daughter, especially when they take trips to visit family in Hermosillo, Sonora.

Briana Robles

Client Services Manager

Briana Robles

Client services manager

Phone: (520) 298-1900

Email: briana@advisemenow.com

Lisa Hume

Director of First Impressions

Lisa Hume

Director of First Impressions

Phone: 5202981900

Email: admin@advisemenow.com

Jenn Roberts

Agent, Modern Insurance Group

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.

Rachele Peterson

Insurance Agent

rachele@advisemenow.com

Michael Anthony

Director of Communications and Technology

Mike has a Bachelor of Science in Mechanical and Aerospace Engineering from Princeton University. He has a Master of Science in Aerospace Engineering from UCLA.

San Miguel Interns

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.

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