Client Service

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

Lesley Haber

Client Service Specialist
New Providence, NJ

Debbie Lehman

FPQP®
Senior Client Service Specialist
Annapolis, MD, Stevensville, MD

Dan Sciarretta

CFP®
Director of Client Service
Charlotte, NC

Karizma Harris

FPQP®
Client Service Specialist
Charlotte, NC, Winston-Salem, NC

Mutazz Muhammad

Client Service Associate
Atlanta, GA

Jami Schultz

Client Service Specialist
Westwood, MA

Samantha Cruzado

FPQP®
Client Service Specialist
Southern Pines, NC

Veronique Bailey

Administrative Assistant
Annapolis, MD, McLean, VA, Stevensville, MD

Rebecca Rathbone

Client Service Associate
Asheville, NC

Bobbie Rogers

Administrative Assistant
Inverness, FL

Work At Modera Wealth

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