Client Service

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

Catherine Mills

Administrative Assistant
Wayne, PA

Diana Lormand

FPQP®
Client Service Manager, Principal
Lehigh Valley, PA

Tracy Kessinger

FPQP®
Client Service Specialist
Lehigh Valley, PA

Owen Hunter

Client Service Specialist
Boston, MA

Misty Cardone

FPQP®
Client Service Manager and CRM System Administrator
Asheville, NC

Rebecca Millsapps

FPQP®
Client Service Team Lead
Asheville, NC

Kalei Ensley

Senior Client Service Specialist
Asheville, NC

Marisa Palestino

FPQP®
Client Service Specialist
Asheville, NC

Sherry Wells

CTFAâ„¢
Senior Client Service Specialist
Asheville, NC

Janine Bitz

FPQP®
Senior Client Service Specialist
Asheville, NC

Work At Modera Wealth

Let’s end this page with a careers page call to action here. Unless there is another CTA you would like to use instead?

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Speak with an Advisor

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.