About Modern Strategy Investments

My parents emigrated from Ireland to the United States when I was a child in hopes of providing a better life for their children. I watched my parents struggle, working odd jobs to make ends meet. My parents didn't have the means to afford my college tuition, so I worked as a debt collector to pay for my bachelor’s degree from Arizona State's W.P Carey School of Business. As a debt collector, I quickly learned that bad situations could happen to good people.

After witnessing so much hardship, I knew that I wanted to help people manage their personal finances and experience the joys of proactive, sensible planning. As a financial advisor, I feel honored to serve clients from all walks of life. Whether business owners, divorcees, widows, empty nesters, or executives, all my clients appreciate my approachability and open communication.

As a financial advisor, I consistently demonstrate to my clients that:

I truly value an authentic relationship with them and have their best interests at heart.

They are partnered with a knowledgeable professional who is dedicated to managing their wealth as if it were my own hard-earned money.

I value education and like to teach clients about the fundamentals and strategies that apply to their situation.

I am here for them for the long term to organize, build, protect, and eventually transition their wealth to their loved ones.

I take a holistic and comprehensive approach by collaborating with CPAs, attorneys, and other trusted professionals, always keeping client information confidential.

I love learning and like to make sure I keep pace with the constantly changing landscape in financial planning. I hold my series 7 and 66 licenses, as well as insurance licenses. I earned my Chartered Retirement Plan Specialist (CRPS) designation and my Accredited Asset Management Specialist (AAMS) certifications to help ensure I have the knowledge and expertise to help navigate the different situations that can arise in financial planning.

I am married to my best friend, Jeremy, and we have two sons, Sean and Jack. In my free time, I enjoy traveling, off-roading, tennis, reading, and spending time with family.

Let me help guide you through all the financial “noise.” It only takes one conversation to get started. Let's talk!

Khyathi Yalamanchili joined Modern Strategy Investments in July of 2024 with a background in administrative excellence and customer service. Khyathi graduated with an MBA from Northern Arizona University.  She brings experience from administrative roles and financial institutions.  Khyathi is adept at managing diverse tasks with precision and professionalism. She ensures efficient operations to support our commitment to delivering exceptional client service and is eager to contribute to the team’s success in helping clients achieve their financial aspirations. Currently residing in Tempe, Arizona, Khyathi loves to travel, dance, and play badminton in her free time.

Coco is the energetic heartbeat of the office and proudly serves as our Director of Tail Risk Management. As a spirited Yorkshire Terrier, she specializes in identifying (and occasionally creating) unexpected “risks”—whether that’s a missing sock, an unattended snack, or a sudden need for a mid-day snuggle break.

With a keen eye for detail and unmatched agility, Coco is always on the move, ensuring nothing goes unnoticed. Her proactive approach to “asset relocation” (especially socks) keeps everyone alert and adaptable—an essential skill in both markets and daily life.

When she’s not conducting surprise inspections around the office, Coco can be found curled up next to the nearest human, providing comfort, companionship, and a reminder that even in uncertain times, a little warmth goes a long way.

Coco believes that the best risk management strategy includes staying nimble, embracing the unexpected, and never passing up a good snuggle.

Welcome to the Heart of Our Team!

At Modern Strategy Investments, we believe in the unique value every team member brings to the table, including our most adorable and enthusiastic Chief Rollover Specialist, Pepper Enders. Pepper, a lively one-year-old pup, joined our family in December 2022 as a cherished Christmas gift for our two boys, Sean and Jack. Her journey to our hearts began at the Maricopa County Animal Shelter, where her bright eyes and playful spirit stole the show.

A Paw-sitive Influence in Our Workplace

Pepper isn't your typical financial advisor, but she brings an irreplaceable warmth and joy to our office. Her expertise in 'rollovers' might not be financial, but they are certainly morale-boosting. Whether she's greeting clients with her wagging tail or offering a comforting presence during stressful times, Pepper has an innate ability to brighten up any day.

More Than Just a Pet

Pepper embodies the spirit of joy, resilience, and unconditional love. She reminds us daily of the importance of compassion, patience, and a little bit of playful humor. Her journey from the shelter to a loving home with our family symbolizes hope and new beginnings.

When she’s not busy with her rollover duties, Pepper enjoys long walks, playing fetch, chasing birds, and being the center of attention.  Her youthful energy and playful spirit are contagious, reminding us all to embrace life with enthusiasm and a sense of adventure