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Get to Know Us

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Get to Know Us2020-10-24T13:12:55+00:00

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 ownerscorporate executivesmedical/dental professionals, and women and wealth.

Click around to get to know us better.

We are proud of our culture and our commitment to upholding our values.

What We Believe
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