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 with Modern Wealth Management, LLC since 2023. His prior roles include positions at Barber Financial Group and Life Strategies Analytics, where he has also maintained an ownership interest. Kasper co-hosts a weekly wealth management radio show. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized investment committee and uses model portfolios, third-party managers, and various tools to guide investment decisions.

Charles Kasper is a CFP® with 20 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. He has previously worked at Mutual Securities, Inc. and Barber Financial, and he is also a financial analyst and officer with Life Strategies Analytics, Inc., a research and analysis firm he co-owns. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates strategic allocation with tactical adjustments, supporting clients through various affiliated tax, estate, and insurance services.