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.

Administrative Assistant
Client Service Advisor
CFP®, CLU®
Wealth Manager
CFP®, AIF®
Wealth Manager
Human Resources Associate
CFP®
Senior Financial Advisor
CFP®, ChFC®
Wealth Manager
CFP®, ChFC®
Principal & Wealth Manager
Director of Marketing
CFP®
Senior Financial Advisor
CFA®, CFP®, ChFC®, AIF®
Principal & Wealth Manager
Senior Business Analyst
Human Resources Manager
Client Service Associate
CFP®, CLU®
Wealth Manager
Client Service Advisor
Client Service Manager
CFP®
Planning Associate
Client Service Advisor
Planning Associate
Planning Associate