Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

Mindy Neira

CFP®, ChSNC®
Wealth Manager, Principal
New Providence, NJ, Westwood, NJ

Melissa Boyer

CFP®, RICP®
Wealth Manager, Principal
Charlotte, NC

Mark Willoughby

CFA, CFP®, ACA
Wealth Manager, Principal
Atlanta, GA

Ryan Pope

CFP®, CEPA®
Wealth Manager, Principal
Atlanta, GA

Barry Kaplan

DDS, CFP®
Wealth Manager, Principal
Atlanta, GA

Tana L. Flores

FPQP®
Operations Manager, Principal
Atlanta, GA

Bryan Burchette

Director of Information Systems & Security, Principal
Atlanta, GA

John Ceparano

CPA/PFS, CFP®, M.TAX
Wealth Manager, Principal
Inverness, FL

Brett Caldwell

CFP®, CPA
Wealth Manager, Principal
Inverness, FL

Work At Modera Wealth

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