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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.

Doug Bazley

CFP®, CPA, CRPC®
Senior Financial Advisor, Principal
Asheville, NC

Roger A. James, Jr.

CTFA™, J.D.
Wealth Manager, Principal
Asheville, NC

Gregory James

CFP®
Wealth Manager, Principal
Charlotte, NC

Michael J. Ziemer

CFP®
Wealth Manager, Principal
Charlotte, NC

Rick Manske

CFP®, BFA®
Wealth Manager, Principal, and Strategic Advisor
Asheville, NC

Aaron Combs

CFP®
Wealth Manager, Principal
Charlotte, NC

Dan Crimmins

MBA
Wealth Manager, Principal
Westwood, NJ

Kelly Guadagnino

CPA, CFP®
Senior Financial Advisor
Boston, MA

Solon Vlasto

CFP®
Wealth Manager, Principal
McLean, VA

Jordan Rubin

CFA®, CFP®
Senior Financial Advisor
McLean, VA

Work At Modera Wealth

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