As a Senior Planning Associate, Priscilla plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, she conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Priscilla participates actively in client meetings, providing documentation and follow-up support to support continuity and clarity. She reviews investment allocation reports, collaborates with the client service team to monitor service activities, and researches planning strategies and potential tax law changes to keep clients’ financial plans current.
Beyond client-facing responsibilities, Priscilla contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, she helps support Modera’s comprehensive planning process.
What do you value most in your client relationships?
Trust and consistency. Clients invite us into some of the most important aspects of their lives — their goals, their families, their futures. This work is deeply personal and they are entrusting their well-being to us. What I value most is honoring that trust by showing up with accuracy, care, and genuine attention every single day. I
What sparked your interest in financial planning? What fuels you every day in your work?
I came into this world as a client service specialist — supporting advisors and their clients from the ground up. Over the years, I developed a deep appreciation for the planning work itself and what it truly means to the people we serve. There is something incredibly meaningful about watching clients leave their meetings with a sense of ease — knowing that together the team has helped bring clarity and confidence to their financial lives. The trust clients place in us drives everything I do. It is a responsibility I take seriously and one that genuinely fuels me every single day.
What do you enjoy most about working at Modera?
What I enjoy most is being part of a firm where the culture matches the mission. The commitment to clients, the collaborative spirit, and the genuine care for one another makes Modera special. I feel fortunate to be part of this team.
When you retire you’re going to…?
Spend as much time as possible with my family, travel regularly, bake to my heart’s content and finally get through all the crafting projects I kept putting off. I’d also like to get involved in animal rescue or volunteer at a rescue or shelter — though I think my husband will prefer the latter!
