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 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®
Wealth Manager
Director of Strategic Development
Planning Associate
CFP®
Financial Advisor
Client Service Advisor
CFA®, CFP®
Principal, Wealth Manager and Chief Investment Officer
Client Service Advisor
EA
Planning Associate
CFP®, MST
Senior Financial Advisor
CFP®
Principal & Wealth Manager
CFA, MSF
Senior Investment Analyst
CFP®
Senior Financial Advisor
Marketing Associate