Nicole Wegman

Nicole Wegman, CFP®

Wealth Manager


What’s the one thing people say you’re best at?
People say that I am a great communicator and very good at explaining complicated topics in simple ways that make sense to them. Topics surrounding money can be emotional. It can be challenging to make decisions or understand what options are available, especially when there are many details that seem so important, if one doesn’t how or why they fit into the picture. Being able to talk through a client’s goals and priorities in an open and transparent manner is helpful when trying to navigate a client’s options and explaining why certain decisions may make more sense for them.

What do you enjoy most about working at Modera?
I have re-joined Modera after 10 years of working in other parts of the financial services world. A lot has changed in 10 years, but the Modera culture and family has not. It’s been nice to come back to a team that I think is made up of some of the smartest, kindest, and most genuine people in this business!

Where did you grow up? Where do you live now?
I grew up in Scotch Plains, NJ, and currently live in Summit, NJ, with my husband and our two boys. They keep us busy!  We can often be found running after a bike or scooter, making a detour past the firehouse or watching whatever their sporting game of the season is!

What’s the best career advice you ever got?
If you are doing something you love, you will never work a day in your life! It sounds so cliché but for me it’s very true. I absolutely love the work we do every day for our clients and their families.