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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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Victoria Tejeda

CFP®, EA
Wealth Manager, Principal
Boston, MA

Erica Yount

CFA®, CFP®
Wealth Manager, Principal
Charlotte, NC
Modera-Wealth-Charlotte-Jonie-Parks-1800px

Jonie Parks

CFP®
Wealth Manager, Principal
Charlotte, NC
Modera-Wealth-Charlotte-Karen-Keatley-1800px

Karen Keatley

MBA, CFA®, CFP®
Emeritus Advisor, Principal
Charlotte, NC

Stephanie Spies

CFP®, EA
Senior Financial Advisor, Principal
New Providence, NJ, Westwood, NJ

Brian K. Schiess

CFP®, EA
Wealth Manager, Principal
Westwood, NJ
Modera-Wealth-New-Jersey-Tom-Orecchio-1800px

Tom Orecchio

CFA®, CFP®, ChFC®, AIF®
Chief Executive Officer, Wealth Manager & Principal
Westwood, NJ
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Peter McKenna

CFP®, MBA
Wealth Manager, Principal
Westwood, NJ

Adam Leone

CFP®, ChFC®
Chief Wealth Management Officer, Wealth Manager & Principal
Westwood, NJ

Bill Houck

CFP®, ChFC®
Wealth Manager, Principal
Westwood, NJ
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