Tana L. Flores FPQP™

Senior Operations Associate

Tana Flores is a Senior Operations Associate at Modera Wealth Management, LLC.  As Senior Operations Associate, Tana is responsible for maintaining Modera’s day-to-day operations, supporting the firm’s existing operational procedures and identifying opportunities to strengthen the firm’s operations.  In addition she works closely with other teams within Modera to ensure they are taking full advantage of the functionality and reporting capabilities of our main software applications.  Tana is also a member of the firm's Portfolio Management Team, which focuses on rebalancing portfolio asset allocations and managing cash levels in accounts.  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 FPQP™ mark.  Professionals who hold the Financial Paraplanner Qualified Professional™ 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.