Heather is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
Quinnipiac University, B.A. History and M.A.T.
Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
New Jersey Team
Michael D. Gibney
Kelly A. Henning
Peter J. McKenna
Kathleen M. Scala
Brian K. Schiess
Stephanie H. Spies