Our Team

We are based in Missouri and serve clients across the nation. We have a collaborative team approach, working together to serve your best interests in our investment advisory work.

Nathan Laupp, MBA

Founding Partner and Wealth Advisor

Nathan specializes in working with small business owners, affluent families, and retirees to provide financial, estate, business succession and retirement planning, tax efficient strategies, and other financial services using a holistic approach. Nathan’s passion is helping clients build a legacy for their families and businesses, and he prides himself on bringing value, building long, meaningful relationships, and earning every client he works with. Nathan earned a business degree from Maryville University in 2009, and an MBA from Lindenwood University in 2013. He enjoys spending time with his wife and four children, playing hockey, hunting, and working with various veterans’ groups.

Family

Steve Hicks

Director of Operations

Steve Hicks is the Director of Operations for Modern Wealth Solutions. He not only runs the behind the scenes operations, but interacts directly with clients on a daily basis to help them meet their financial needs. Steve is married to his amazing wife of 40+ years, Jennifer. They are blessed with four children and five grandchildren. Steve has a heart for the Lord and enjoys serving others. He also enjoys being outdoors.

Jeremy Stehlick FSCP® 

Financial Advisor

Jeremy believes that financial security is the foundation for living with confidence and purpose. As a Financial Advisor, he partners with clients to develop strategies that help them protect what matters most, achieve their financial goals, and create lasting legacies. His career began with more than 15 years as a business owner in St. Louis before transitioning into financial services, where he now leverages his entrepreneurial experience to support individuals, families, and business owners. A graduate of Maryville University, Jeremy is also deeply committed to his community, faith, and family. He and his wife are raising two daughters, and he has spent over two decades mentoring the next generation of young leaders.

Charlize Kelch

Registered Client Service Associate

Charlize (Charlie) is a Registered Client Service Associate for Modern Wealth Solutions. She works directly with clients by scheduling review meetings, assisting with account servicing, and helping ensure their financial needs are met with care and attention. Outside of work, Charlie enjoys spending time with family and friends, staying active, being outdoors, and caring for her cat and dog.

Strength in Partnerships

We offer a best-of-both worlds approach, combining the personalized attention of a boutique firm with the world-class resources of a Fortune 500 company. In order to best serve our clients, we’ve strategically aligned our practice with the Nautilus Group, Eagle Strategies and New York Life, and we’re also connected to a broader network of financial professionals including lawyers and CPAs to round out your planning team.

The Nautilus Group

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Nathan Laupp, MBA works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Eagle Strategies LLC

Through Eagle Strategies, Nathan Laupp, MBA provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

Proud to Offer NYL


Nathan Laupp, MBA and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.