Lewis Team
Frederick Lewis, CRPC™
Financial Planner
Frederick.Lewis@MyModernWealthPartners.com
I joined the Modern Wealth Partners team at Lincoln Financial 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...
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...
Jenny Burkhart
Planner Assistant
Jennifer.Burkhart@MyModernWealthPartners.com
My name is Jenny and I recently joined Lincoln and looking forward to providing a great customer experience. I bring many years of customer service and administrative experiences from across multiple industries.Outside of work I enjoy...
Krista Coletto
Business Development
Krista.Coletto@MyModernWealthPartners.com
My name is Krista Coletto. I joined John Findley’s team in June 2022. Currently, I assist in client meeting preparation. I graduated from The University of Iowa with a master’s degree in Education. After 22 years in the...
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...
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...