The Modera Team

Our team of professionals offers a breadth and depth of industry experience and expertise.  All of the principals, wealth managers, and financial advisors at Modera are CERTIFIED FINANCIAL PLANNER™ certificants, while some employees also hold the Chartered Financial Analyst® designation -- two of the most distinguished credentials in wealth management. In addition, we have three Certified Public Accountants experienced in taxation on staff, as well as others with advanced degrees ready to assist you. These industry designations demonstrate our commitment to providing you with the highest level of expertise and ethical standards.

CFP®, CDFA®
Financial Advisor
Technology Manager
Senior Operations Associate
FPQP™
Senior Operations Associate
FPQP™
Client Service Associate
CFP®, MBA
Financial Advisor
CFP®
Principal and Wealth Manager
EA, CFP®
Principal and Wealth Manager
Senior Operations Manager
CFP®
Financial Advisor
Executive Administrative Assistant
MBA, CPA, CFP®
Wealth Manager
CFA®, CFP®, ACA
Chief Operating Officer, Principal, & Wealth Manager
CDFA®, CFP®
Wealth Manager