Tana L. Flores Registered Paraplanner

Client Service Associate

Tana Flores is a Client Service Associate at Modera Wealth Management, LLC.  In her role with Modera, she provides overall support to the firm’s wealth management team.  Tana is responsible for preparing annual reviews for clients and client paperwork, including new account set-up and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.  Tana joined Modera in 2017 with the team from Cambridge Wealth Counsel.

Tana graduated from the Georgia Institute of Technology with a Bachelor of Science degree in Management.  Previously, she worked for the U.S. Government and Somerville Packaging in computer programming, software user support and customer service.

Tana has earned the RP® mark.  Professionals who hold the Registered Paraplannersm designation have completed an extensive course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories.  Tana is currently pursuing her CFP® certification and is involved in supporting the wealth management team in the analytical work needed to formulate client financial plans.

Tana lives in McDonough, Georgia, with her husband Vic and their children.  While not working Tana likes to read good books, crochet and spend time with her husband, kids and grandkids.