Broker Check

Our Team

Michelle Anthony, MS, AIF®

President, Managing Partner, and Financial Advisor

(520) 298-1900

(520) 879-9979

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....

Read more

Samuel Sutterfield AIF® RFC®, CES®

President, Managing Partner, and Financial Advisor

520-298-1900

520-879-9979

Sam@advisemenow.com

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....

Read more

Stephen Rodgveller

Financial Advisor and Senior Vice President

520-298-1900

520-879-9979

Srod@advisemenow.com

Steve brings the experience of a 35 year career in both the private and public sectors to his development and private client roles at Modern Wealth Management. As a successful entrepreneur, Steve built and sold multiple private...
Read more

Bruce Moore

Agent & Senior Vice President

1-505-435-0650

520-879-9979

Bruce@advisemenow.com

Born and raised on Long Island, NY, Mr. Moore relocated to Tucson, AZ in order to attend and graduate the University of Arizona. It was at the “U” where Bruce met his wife during their first semester, who is also originally...

Read more

Sean Bennett

Financial Advisor and Associate Vice President

520-298-1900

520-879-9979

sean@advisemenow.com

As a Financial Advisor, Sean became an expert in listening to a financial problem, 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...

Read more

Eddie Cervantes AIF®

Financial Advisor and Vice President

520-298-1900

520-879-9979

Eddie@advisemenow.com

Eduardo (Eddie) is an Accredited Investment Fiduciary (AIF®) and a 401(K) specialist. He is also part of the Modern 401(k) team. Eddie works with business owners, of all sizes, to implement custom designed retirement plans...

Read more

David Martinez

Financial Planner and Vice President

5202981900

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...

Read more

Aniza Barcelo

Director of Operations

520-298-1900

520-879-9979

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. Aniza is...

Read more

Brian Delgado

Relationship Manager

5202981900

5208799979

brian@advisemenow.com

Brian was born and raised in San Jose, California and moved here to attend the University of Arizona. Brian is currently a Senior at the University of Arizona studying Personal & Family Financial Planning at the Norton School of Family...

Read more

Jenn Roberts

Agent, Modern Insurance Group

5208346983

jennifer@advisemenow.com

Jenn is the Senior Vice President of Modern Insurance and has over six years of experience in the insurance industry. She specializes in finding the best rates and coverage for her clients. She is known for raising coverage to better...
Read more

Brittani Switzer

Client Concierge

(520) 298-1900

admin@advisemenow.com

Brittani Switzer is our Client Concierge, with over a decade of customer service experience. Brittani was born in North Carolina but always says she was incredibly lucky to be raised in Tucson. Brittani enjoys photography and being a...
Read more