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Get to Know Us

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Get to Know Us2020-07-10T21:32:19+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 law and accounting firm practice partners.

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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