I am Wealth Manager for Modera Wealth Management, a fee-only registered investment advisor (RIA) firm with over $12.5 billion in managed assets as of December 2023. Modera provides investment management, financial planning, tax planning, trust services and business retirement services to families ...more

I am Wealth Manager for Modera Wealth Management, a fee-only registered investment advisor (RIA) firm with over $12.5 billion in managed assets as of December 2023. Modera provides investment management, financial planning, tax planning, trust services and business retirement services to families and businesses in 16 offices across the east coast. Learn more at moderawealth.com I am part of a dedicated team that delivers highly customized solutions to clients seeking financial counsel. My goal is to provide excellent, attentive service, and to ensure that the information and advice I deliver is clear and customized to each client’s specific needs and goals. Our firm operates on a fee-only model that puts our clients’ needs ahead of our own. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.less