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Client Service

Meet our client service team who works directly with you throughout your relationship with Modera.

Alicia Powers

Senior Client Service Specialist

Modera-Wealth-Philadelphia-Andrea-Fitzgerald-1200px — Andrea Fitzgerald

Client Service Specialist

Ashley Santos

Senior Client Service Specialist

Blake Willis

Client Service Specialist

Bobbie Rogers

Administrative Assistant

Modera-Wealth-New-Jersey-Carol-Brigante-1200px — Carol Brigante

Client Service Specialist

Carol Johnson

Client Service Specialist

Catherine Mills

Administrative Assistant

Christian Chavez-Alvarez

Client Operations Associate

Modera-Wealth-New-Jersey-Christina-Carbaugh-1200px — Christina Marshall

Client Service Specialist

Dan Sciarretta

Director of Client Service

Diana Lormand

Senior Client Service Specialist

Doreth Goodall

Client Service Specialist

Modera-Wealth-Philadelphia-Elizabeth-Gavin-1200px — Elizabeth L. Gavin

Senior Client Service Specialist

Evan L. McCullers

Client Service Specialist

Modera-Wealth-New-Jersey-Heather-Govic-1200px — Heather Govic

Client Service Specialist

Jami Schultz

Client Service Specialist

Janine Bitz

Client Service Specialist

Juliet Botescu

Client Service Specialist

Kalei Ensley

Client Service Specialist

Karizma Harris

Client Service Specialist

Modera-Wealth-New-Jersey-Kathleen-Scala-1200px — Kathleen M. Scala

Client Service Manager

Lauren Morgan

Senior Client Service Specialist

Modera-Wealth-New-Jersey-Lauren-Schwartz-1200px — Lauren Schwartz

Senior Client Service Specialist

Lisa Andrea

Administrative Assistant

Modera-Wealth-Boston-Lorraine-Mohan-1200px — Lorraine Mohan

Senior Client Service Specialist

Marisa Palestino

Client Service Specialist

Mary Ellen Davis

Senior Client Service Specialist

Modera-Wealth-Philadelphia-Matthew-Wittenstein-1200px — Matthew Wittenstein

Senior Client Service Specialist

Mina Amjadi

Senior Client Service Specialist

Misty Cardone

Client Service Manager

Owen Hunter

Client Service Specialist

Rachel Helms

Client Service Specialist

Rebecca Millsapps

Senior Client Service Specialist

Modera-Wealth-Florida-Robin-Townshend-1200px — Robin Townshend

Senior Client Service Specialist

Salome A. Rose

Client Service Specialist

Sam Wise

Client Service Specialist

Modera-Wealth-Florida-Sandy-Patrick-1200px — Sandy Patrick

Senior Client Service Specialist

Savannah Liptak

Research Assistant

Shardae Jobson

Administrative Assistant

Sherry Wells

Senior Client Service Specialist

Modera-Wealth-Philadelphia-Suzanne-Malik-1200px — Suzanne Malik

Senior Client Service Specialist

Tania Moses

Administrative Assistant

Tracy Kessinger

Client Operations Associate

Veronique Bailey

Administrative Assistant

Wendy Stokes

Senior Client Service Specialist

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Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville, South Asheville, and Tryon offices are closed, and communication will be redirected to one of our other locations where someone can assist you.