Modera Wealth Management
Asheville, North Carolina

Are you looking for a highly personalized wealth management experience in Asheville, North Carolina? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.

Alexa Arnold

Compliance Analyst

Anna Bruder

Financial Advisor

Ashley Gragtmans

Wealth Manager, Principal

Betsy Cunagin

Wealth Manager, Principal

Bill Hansen

Co-Chief Investment Officer, Principal

Brian Smith

Financial Analyst

Chad Foster

Wealth Manager, Principal

Charles Thompson

Senior Financial Advisor, Principal

Christian Chavez-Alvarez

Client Service Specialist

Christina Gibson

Operations Associate

Doug Bazley

Financial Advisor

Eric Richbourg

Director of Technology

Harli Palme

Chief Operating Officer, Principal

Heidi Clark

Planning Systems and Platform Administrator, Principal

Jessie Goodwin

Lead Senior Portfolio Manager

Kalei Ensley

Client Service Specialist

Kelly Donaghy

Trader

Laura Gragtmans

Employee Experience Associate

Laura Greene

Senior Operations Analyst

Lauren Morgan

Senior Client Service Specialist

Marisa Palestino

Client Service Specialist

Mark Lewis

Director of Facilities, Principal

Michael Starkel

Portfolio Manager

Misty Cardone

Client Service Manager

Neal Nolan

Director of Business Retirement Services, Wealth Manager & Principal

Rebecca Millsapps

Senior Client Service Specialist

Rebecca Rathbone

Client Service Associate

Rick Manske

Chief Growth Officer, Principal

Roger A. James, Jr.

Wealth Manager, Principal

Sara Valverde

Administrative Assistant

Sarah DerGarabedian

Director of Investment Management, Principal

Sherry Davis

Planning Associate

Sherry Wells

Senior Client Service Specialist

Travis Boyer

Wealth Manager, Principal

Wendy Stokes

Senior Client Service Specialist

We are independent, fee-only financial advisors.

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many Asheville investment firms, but we hope you consider us. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.