Advisory Team

Meet Modera's credentialed advisors who work with you every day to help you realize your personal vision.

Aaron Combs

Senior Financial Advisor, Principal
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Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal
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Andrew J. Walker

Financial Advisor

Andrew Small

Tax Manager

Ashley Gragtmans

Senior Financial Advisor, Principal
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Barry H. Kaplan

Wealth Manager, Principal

Betsy Cunagin

Wealth Manager, Principal
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Bill Houck

Wealth Manager, Principal

Brad Burlingham

Director of Tax Services, Principal

Bradley Burk

Financial Advisor

Brett Caldwell

Wealth Manager
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Brian K. Schiess

Senior Financial Advisor, Principal

Caitlin Heery

Financial Advisor

Candice Canino

Tax Manager

Chad Foster

Senior Financial Advisor, Principal
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Charles P. Boinske

Chief Visionary Officer, Wealth Manager & Principal

Charles Thompson

Senior Financial Advisor, Principal
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Christopher “Cory” White

Senior Financial Advisor

Dan Crimmins

Wealth Manager, Principal

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Dina Megretskaia

Wealth Manager, Principal

Doug Bazley

Financial Advisor

Edwin R. Baldrige III

Wealth Manager, Principal

Elizabeth Brozena

Senior Financial Advisor

Erica J. Yount

Wealth Manager, Principal

Feraud Calixte

Senior Financial Advisor

George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Gordon J. Bernhardt

Wealth Manager, Principal
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Greg Wheeler

Financial Advisor

Gregory James

Wealth Manager, Principal

Hilary Daniel

Financial Advisor
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Jacob Burleson

Financial Advisor
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Jeanne Bernardin

Senior Financial Advisor

Jennifer Murray

Wealth Manager, Principal

Jenny Martella

Wealth Manager, Principal
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John J. Ceparano

Wealth Manager, Principal

Jonie Parks

Wealth Manager

Jordan Rubin

Financial Advisor

Judson Meinhart

Director of Financial Planning, Senior Financial Advisor & Principal

Karen R. Keatley

Wealth Manager, Principal

Karl Graf

Wealth Manager, Principal
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Kelly A. Henning

Wealth Manager, Principal

Kelly Porter

Financial Advisor
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Laurie Kane Burkhardt

Wealth Manager, Principal
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Liz Kishel

Financial Advisor
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Mark A. Rioboli

Wealth Manager, Principal
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Mark Gernerd

Senior Financial Advisor

Mark Willoughby

Wealth Manager, Principal

Melissa Boyer

Senior Financial Advisor

Michael Baughman

Senior Financial Advisor, Principal
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Michael D. Gibney

Wealth Manager, Principal

Michael E. Bruder

Wealth Manager

Michael Insogna

Wealth Manager

Michael J. Ziemer

Wealth Manager, Principal
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Mindy Neira

Wealth Manager, Principal

Mollie Swann

Tax Manager

Neal Nolan

Director of Business Retirement Services, Wealth Manager & Principal

Nicole Wegman

Wealth Manager
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Patrick D. Runyen

Wealth Manager, Principal
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Peter J. McKenna

Wealth Manager

Rick Manske

Chief Growth Officer, Principal
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Robert D. Siefert

Wealth Manager, Principal
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Robert Dowling

Wealth Manager, Principal
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Robert Sinsheimer

Wealth Manager

Roger A. James, Jr.

Wealth Manager, Principal

Ryan L. Pope

Wealth Manager, Principal
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Samer Eshmawy

Financial Advisor

Scott Kittrell

Senior Financial Advisor, Principal

Shane Pouliot

Financial Advisor

Solon Vlasto

Wealth Manager, Principal
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Stephanie H. Spies

Financial Advisor
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Stephen Haney

Wealth Manager, Principal

Thomas Ausfahl

Wealth Manager, Principal

Tim Koehl

Wealth Manager, Principal

Timothy Clark

Wealth Manager, Principal
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Tom Kolefas

Senior Investment Advisor
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Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Travis Boyer

Wealth Manager, Principal

Victoria Tejeda

Financial Advisor

Other roles