Boise, ID Office

Preston Pugmire is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Modern Wealth Management, LLC and previously held a position at Arista Wealth Management. Before entering the financial advisory field, he spent two years as a missionary and five years involved with Vantage Marketing. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Thomas Brown is a CFP® with 20 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2024. He previously worked at Petso Financial Consultants LLC for 15 years and Mutual Securities, Inc. for one year. Outside of advising, he owns Marathon Tax, LLC, a tax preparation business based in Boise, ID. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and estate-planning assistance.

Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Petso Financial Consultants LLC and Clearwater Analytics. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 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 a range of investment tools.

Ronald Gambassi is a financial advisor at Modern Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at McMillen & Company, Inc. and Gem State Investment Advisors, LLC. Outside of his advisory role, he operates 3033 Ranch, LLC, providing executive coaching to business owners and corporate executives through a peer advisory organization. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and strategic allocation approaches.

Jennifer Stone is a CFP® professional with 25 years of industry experience. She is currently with Modern Wealth Management, LLC and previously worked at Mutual Securities, Inc. and Petsō Financial Consultants, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and various risk-management tools.

David Petso is a CFP® professional with 42 years of industry experience, currently serving as Managing Director at Modern Wealth Management, LLC. He previously operated Petso Financial Consultants LLC for over two decades and has been affiliated with Mutual Securities, Inc. since 2016. Outside of advisory roles, he hosts a radio show on KIDO 850AM and serves as Vice President on the board of Hillcrest Country Club. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach guided by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Caden Yett is a financial advisor at Modern Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to entering the financial services field, he worked at Nike for three years and held various other positions including roles at Timberstone Golf Course and Caldwell Luxe Theatre. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by centralized investment decisions and a range of model portfolios and third-party managers.

Blair Leavitt is a financial advisor with Modern Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Jenna Martin and various positions in education and local businesses. 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, utilizing a centralized Investment Committee and model portfolios in its approach.

Melissa Hassler is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Modern Wealth Management, LLC and has previously worked at several firms including Petso Financial Consultants LLC and Echelon Group. Outside of financial advising, she operates a marketing services business focused on writing, editing, and creating promotional materials. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Richard Petso is a financial advisor at Modern Wealth Management, LLC with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Securities, Inc. and his own firm, Petso Financial Consultants, Inc. He is also an independent insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Michael Jillson is a CFP® professional with nine years of experience in financial advising. He currently works at Modern Wealth Management, LLC and has prior experience at Petso Financial Consultants LLC, Cetera Advisor Networks, and Empower Retirement. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan management.