Michelle is an Accredited Investment Fiduciary (AIF®) and Financial Advisor with over 18 years of experience in the industry. She is the co-founder and owner of Modern 401(k). She created this company after she saw the lack of attention, help, and advise businesses and non-profits were receiving on retirement plans.
Michelle works with business of all sizes specializes in comprehensive holistic financial planning. She believes It’s important to custom-build a plan that works not just for today, but for the future too.
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 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 Ninos, and the Banner Advisory Board. She is also a member of the Women’s President Organization.
Michelle is married to Mike, and they have fun, garbage truck loving son, Andrew. Michelle loves every second of being a mom and has learned more about garbage trucks than she ever imaged.
Sam is an Accredited Investment Fiduciary (AIF®) and owner of Modern Wealth Management. Sam has been in the financial industry for over 15 years and has held various positions in the banking and investment advice industries. “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,” Sam says.
As a financial advisor, Sam delivers a full range of investment planning strategies tailored to the client’s financial objectives. He takes the time to listen, understand, ask appropriate questions, to develop a plan and investment portfolio that is easy to understand and monitor. As a financial advisor Sam has extensive experience and financial strategies while also having access to a wealth of information and the appropriate specialists in his team for the benefit of his clients.
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.
Eddie has been in the financial industry for over 15 years. He spent part of that time as a bank manager, working closely with business owners and individuals.
Navigating thru the Employee Retirement Income Security Act (ERISA) requirements can be overwhelming and confusing for a 401(K)-plan sponsor. Knowing and understanding your responsibilities can help protect the company from corporate liability.
As an Accredited Investment Fiduciary (AIF®), Eddie's goal is to provide the resources a plan sponsor needs in order to help them gain a deeper understanding of their fiduciary responsibilities. Eddie can also assist a plan sponsor with a need’s analysis for their current 401(k) plan that will highlight your plans efficiencies and identify any areas that need attention. If this is the first time you have heard the phrase “fiduciary responsibilities” as a 401(k)-plan sponsor, we should meet.
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 wife Celyna and children, especially advancing his daughter’s basketball passion, as well as enjoying a beer with friends; every now and then.
Se habla español.
David Martinez is a Charted Retirement Plans Specialist, CRPS®, who dedicates his time toward Workplace Retirement, Investment Guidance, and Exit Strategies. He began his career in finance in 2013 with Wells Fargo Bank as Personal Banker, and throughout the course of 7 years has advanced into various roles in Private Banking and Wealth Management. Through out his time there he was able to develop invaluable skills and connections with Business Banking, Payroll Processing, Merchant Processing, and Business Insurance. Understanding the holistic wants and needs of the business, the owner, and the employees are at the forefront of his planning and a partnership would mean guidance throughout your career. He graduated from University of Phoenix with his Bachelors of Business, Financial Planning, and is scheduled to graduate with his MBA and CFP in February of 2022 from California Lutheran University.
Times are changing and your business should too; its time you partner with an advisor that will guide you through these changes. David's passion is connecting with people and Modern 401(k) allows him to bring an updated approach towards your business saving you money, time, and stress. This allows you to focus on your passion, your business. "To sum up who I am as a person I am all about being active; from running Tough Mudders, enjoying music festivals, experiencing new cultures, and trying amazing foods!!" When he is not connecting with new business owners he is with his family and friends in some kind of gym or finding new hikes with cliff jumps!
I look forward to connecting with you soon!
Brian is part of the 401(k) service team. 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; seeing his parents work throughout their lives without a financial plan in place. Brian took this passion and studied at the University of Arizona Graduating with his B.S. in personal and family financial planning at the College of Agricultural & Life Sciences in May of 2020.
In his free time, Brian enjoys spending time with a local car club and also 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.
1640 E River Road, Ste 208 Tucson, AZ 85718
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