,FPQP®
Tana is responsible for maintaining Modera’s day-to-day operations, supporting the firm’s existing operational procedures and identifying opportunities to strengthen the firm’s operations. In addition, Tana also leads the Client Service Team within the NC, GA, and FL offices.
What do you enjoy most about working at Modera?
I love the culture. I truly feel blessed to be a part of such a great organization. I’m thankful to be able to rub shoulders with some of the most intelligent, caring people I’ve ever met. Modera has a clear vision, and they take great care of their clients and employees. I’m grateful to work for a company that to me feels like family and to do a job that I honestly look forward to each day.
When you’re not working you’re…?
Getting together with my five kids and seven grandbabies, reading, hiking, crocheting, playing board games and researching my genealogy.
Where did you grow up? Where do you live now?
When I was five, my dad joined the Air Force and served as an F-4 navigator until he retired after I graduated from college. So when people ask me where I’m from, it’s kind of a tricky question! I was born in Virginia, and that’s where most of my extended family lives now. But, I “grew up” in California, Florida, Germany, and Ohio where I went to high school in Dayton. I attended Georgia Tech in Atlanta where I met my husband who was active duty Army. My husband and I have lived in Germany twice, Florida, and Georgia, where my husband retired and we decided to settle down once and for all! We love the Atlanta area, especially because we have most of our children and grandchildren relatively close by.
How do you caffeinate?
Diet Dr. Pepper.
Financial Paraplanner Qualified Professional™
Georgia Institute of Technology, B.S., Management
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