Frederick Lewis, CRPC™
Financial Planner
Frederick.Lewis@MyModernWealthPartners.com
I joined the Modern Wealth Partners team at Osaic FA as a Paraplanner for John Findley in May 2019. Upon graduating with a Bachelor of Science degree in Finance from California State University, Long Beach in 2020, I...
Adam Bletzinger
Financial Professional Trainee
Adam.Bletzinger@MyModernWealthPartners.com
Brian Leonard
Director of Business Operations
Brian.Leonard@mymodernwealthpartners.com
Cynthia Cullen
Planner Assistant
CynthiaCullen@MyModernWealthPartners.com
Jaye Johnson
Planner Assistant
Johanna.Johnson@mymodernwealthpartners.com
I have over 20 years of experience working in the Financial Services Industry. Serving in past roles such as Transfer of Account Specialist, Client Service Associate, Administrative Assistant & Marketing Coordinator. I take pride in...
Mary Latu
Operations Lead
mary.latu@MyModernWealthPartners.com
I joined the Lincoln team in 2005 while attending college, earning my bachelor’s degree in business administration from Notre Dame de Namur University. Over the years I have served in a diverse array of capacities such as...
Renée Portes
Practice Administrator for Nick Ruotolo | Planner Assistant for Chris Zonca
Renee.Portes@MyModernWealthPartners.com
Sammy Benbow, CRPC®
ParaPlanner
Sammy.Benbow@mymodernwealthpartners.com
I graduated from Lewis & Clark College in May 2021 with a Bachelor of Arts degree in economics and history. I was also a four year athlete on the baseball team. After graduation, I worked for a private equity real estate investment...