Modern Financial

Shane Squibb is a CFP® professional with 28 years of industry experience, currently serving at Modern Financial Asset Management, LLC since 2022. His prior experience includes roles at Securities America Advisors and Mutual of Omaha Investor Services. In addition to his advisory duties, he is a managing member and licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management serves individuals, pension plans, charities, and businesses, managing approximately $35 million in discretionary assets. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a tactical asset-allocation approach and third-party model portfolios.

Brent Sabati is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Modern Financial Asset Management, LLC and has previously worked with Securities America, Mutual of Omaha, and Northwestern Mutual. Outside of advising, he serves on several nonprofit boards including Ithaka Land and the Asian Chamber of Commerce Colorado, and works as a digital content specialist coordinating marketing and education at ENT Credit Union. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, retirement plans, charities, and businesses. The firm uses a tactical asset-allocation approach incorporating fundamental and technical analysis, model portfolios, and third-party money managers while providing discretionary portfolio management, financial planning, and retirement plan consulting.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.