I have worked in the financial services industry for over 30 years and watched my father become a financial advisor shortly after the stock market crash of 1987. I grew up immersed in the profession and was inspired by the positive impact my father had on his clients’ lives. At Modera, I am ...more

I have worked in the financial services industry for over 30 years and watched my father become a financial advisor shortly after the stock market crash of 1987. I grew up immersed in the profession and was inspired by the positive impact my father had on his clients’ lives. At Modera, 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. I am an Accredited Asset Management Specialist (AAMS®) and a CERTIFIED FINANCIAL PLANNER (CFP®) professional. *Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and does not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views, and they do not, and are not intended to, constitute personalized advice on any subject.less