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Jonathan G
CFP®, CFA®
Saginaw, MI
Modern Wealth Management, LLC
Jonathan Gardey is a CFP® and CFA® affiliated with Modern Wealth Management, LLC, with 16 years of industry experience. He has worked at Modern Wealth Management since 2024 and is the managing member of Harrow Holding Group LLC, a commercial real estate holding company he has been involved with since 2000. Gardey also serves as chairman of the investment committee at Covenant Health Care. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment committee and a combination of model portfolios and third-party money managers.
Melissa S
CFP®
Saginaw, MI
Modern Wealth Management, LLC
Melissa Seamon is a CFP® professional with 16 years of industry experience. She has worked at Modern Wealth Management, LLC since 2024 and previously spent 24 years at Gardey Financial Advisors LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and diverse investment tools.
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