Lees Summit, MO Office

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. 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 employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Risdan Kasper is a CFP® with 42 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2023. He previously worked at Barber Financial Group and National Planning Corporation and has owned Life Strategies Analytics since 2007. Kasper also co-hosts a weekly wealth management radio show. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, modular financial planning, tax planning, and ERISA plan management.

Charles Kasper is a CFP® with 19 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. His prior roles include positions at Mutual Securities, Inc., Barber Financial, and National Planning Corporation. Kasper is also a Financial Analyst Officer and partial owner of Life Strategies Analytics, Inc., an independent research and analysis firm. Modern Wealth Management provides comprehensive investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and ERISA plan services.