,CFP®
Michael serves as Modera’s Financial Planning Platform Manager. Partnering closely with the Director of Financial Planning to advance strategic initiatives and help the consistent delivery of financial planning services across the firm. He oversees the strategy, configuration, and ongoing management of Modera’s financial planning technology platform and related fintech tools. Working collaboratively with advisors and planners, Michael identifies opportunities to improve processes, enhance efficiency, and support planning best practices across the organization. He also leads the implementation of new technologies, integrations, and platform enhancements, develops training resources, manages relationships with planning software vendors, and helps advance the firm’s data and planning initiatives.
Drawing on his background in financial planning, Michael helps bridge the gap between planning strategy, technology, and advisor workflows to help support an elevated client experience and support the firm’s continued growth.
Michael first joined Modera in 2023 when the firm joined forces with Parsec Financial, where he had served as Wealth Manager, Principal, and Office Lead for the Tryon, North Carolina office. After spending time at Holistiplan, a leading financial planning technology company, supporting top RIAs with advisor adoption, training, and tax planning execution, he returned to Modera in 2026 as Financial Planning Platform Manager. He is based in the Tryon office
Earlier in his career, Michael worked as a financial planner for Millard & Company and Abacus Planning Group, served as a private banking manager with BB&T, and held sales and client service positions with SEI Investments.
Michael graduated from Presbyterian College with a Bachelor of Science in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional.
What fuels you every day in your work?
I entered this profession for a simple reason: I wanted to help people. After more than two decades as a financial advisor, my focus has shifted toward developing the tools, processes, and frameworks that empower advisors and financial planners to deliver even greater value to clients. Along the way, I’ve learned a great deal about what drives meaningful outcomes, and I’m passionate about helping our team create a world-class experience for the families we serve.
What’s a particularly rewarding example of how you helped create impact for a client?
One client had a vision to help students who couldn’t afford the books and materials needed to complete the coursework required to become a Certified Nursing Assistant (CNA). Together, we established a scholarship at our local community college that continues to support aspiring healthcare professionals today. Several recipients have gone on to pursue nursing degrees, creating opportunities not only for themselves but also for the communities they serve. We can never have too many nurses. They are often the people who show up when we need them most.
How do you do good in your community?
I currently chair two major community initiatives: a new Community Center and YMCA, slated to break ground in 2027 after raising more than $7 million in private donations, and the 31-mile Saluda Grade Trail, which will connect historic communities and expand outdoor recreation opportunities. Previously, I served as a trustee of St. Luke’s Hospital and Thermal Belt Outreach. And I still pick up trash when I see it.
When you retire you’re going to…?
Take a nap. (I have three kids ranging in ages from 8 to 18). When I wake up, I hope my wife and I will take a long walk in the woods for a few months. We haven’t had an uninterrupted conversation in quite some time. After we get caught up, I plan to play a lot of music, read, travel and work on my small farm.
CERTIFIED FINANCIAL PLANNER®
Presbyterian College,
BS, Business Administration
