Stay Informed with Our Investor Brief Series
Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.

Advisory Team

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

Michael Insogna

CFP®, MBA
Wealth Manager, Principal
Lehigh Valley, PA

Caitlin Heery

CFP®
Senior Financial Advisor, Principal
Wayne, PA

Scott Kittrell

CFP®, CDFA®, FPQP®
Senior Financial Advisor, Principal
Southern Pines, NC

Anna Bruder

CFP®, FPQP®
Financial Advisor
Asheville, NC

Ashley Gragtmans

BFA™, CFP®, CSRIC®
Wealth Manager, Principal
Asheville, NC

Travis Boyer

CFA®, CFP®
Wealth Manager, Principal
Asheville, NC

Judson Meinhart

CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC

Chad Foster

CFP®, ChFEBC℠, CDFA®
Wealth Manager, Principal
Asheville, NC

Betsy Cunagin

CFP®, CRPC®
Wealth Manager, Principal
Asheville, NC

Neal Nolan

CFP®, CPFA, AIF®
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC

Work At Modera Wealth

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