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Advisory Team

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

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Betsy Cunagin

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

Neal Nolan

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

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
Charlotte, NC
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