,CFP®
Rye specializes in helping individuals and families make confident, well‑informed financial decisions at every stage of life. He works closely with clients to develop tailored strategies that reflect their values, priorities, and long‑term goals, helping to ensure each plan is both thoughtful and actionable.
His experience spans a wide range of life circumstance. Whether supporting younger families as they build a strong financial foundation or guiding clients through major transitions and increasing complexity, Rye’s focus is on understanding what matters most to them and providing clear, steady guidance.
Through ongoing, collaborative conversations, he helps clients navigate decisions with clarity and confidence, offering a consistent point of support as their needs and goals evolve.
Rye joined Modera in May 2021. He received a B.S. in finance at Stonehill College and is a CERTIFIED FINANCIAL PLANNER® professional. He is also a member of the National Associate of Personal Financial Advisors (NAPFA).
A Vermont native, Rye currently resides in Boston. He enjoys traveling, cooking, reading, and spending time outdoors.
What do you value most in your client relationships?
I value getting to know a client on a personal level; I believe that the most important aspects of a client-advisor relationship are the intangibles, such as trust and respect. I value getting to know a client personally and helping them achieve their long-term financial goals.
What sparked your interest in financial planning? What fuels you every day in your work?
I developed a strong passion for financial planning during my past internship experience. I saw firsthand how advisors can make a meaningful impact on a client’s life, beyond their financial needs. For example, I observed a client who had help setting up a 529 plan to fund their children’s education. The client was not only appreciative from the perspective of taking the administrative burden off them, but they also expressed gratitude and relief for helping to set up their child with tools to help them succeed in the future. That sentiment, of helping to not only make a difference in the lives of clients, but also help to set up the next generation for a better future, left an impression on me. What motivates me every day is knowing that I can have a positive impact on a client’s financial lifestyle by presenting fiduciary care that is in their best interest.
When you retire, you’re going to…?
Buy a beach house where I can sit back and relax with family and friends. I would also like to invest in antique cars.
Where did you grow up? Where do you live now?
I grew up in Burlington, VT and I now live in Boston, MA.
CERTIFIED FINANCIAL PLANNER®
Stonehill College, B.S., Finance
