What do you enjoy most about working at Modera?
I love helping clients toward achieving their long-term tax-efficient goals by partnering with advisors.
When you’re not working you’re…?
I’m playing with my kids or playing electric guitar.
Where did you grow up? Where do you live now?
I grew up outside of Charlotte. Now I live in a little slice of paradise in the suburbs of Asheville.
What’s a destination in the world that you aspire to visit?
I’d like to visit many of the national parks in the U.S. – I couldn’t pick between several of them, but many are on my bucket list.