Meet Your Team
At your service are the people of Modera, all highly trained financial professionals with a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to you.
We offer proactive guidance, with the aim to anticipate problems — and develop responses — before they arise. Our extensive experience lends us to assist with unforeseen life transitions, including divorce and widowhood.
A number of our staff have earned some of the most reputable designations in the industry (CFP®, CFA®, CPA, PFS, JD, EA, CDFA®, ChSNC). In addition to helping clients with core financial planning needs, we address the unique issues that affect business owners, corporate executives, and medical/dental professionals as well as other specialties (e.g. special needs, LGBTQ+).
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We are proud of our culture and our commitment to upholding our values.