As a Planning Associate, Tripp supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Tripp participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, he manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
What do you value most in your client relationships?
First and foremost, I value trust in a client relationship. I want to trust that the client is being honest and forthcoming with me, and I want them to trust that I have genuine care and desire to help accomplish whatever goals they have set for themselves and/or their family. The special part about financial planning is that we get to build genuine relationships with our clients and help them navigate life’s ups and downs while feeling safe and secure financially. The best and most effective way to be able to truly help is for both sides to reciprocate that trust with each other and communicate effectively.
What do you feel is a strength that you have?
I believe a strength I have is the ability to make people feel heard. I believe that I am an intentional listener that cares about what people have to say, and I think that people can pick up on that and know that I’m listening with the intent to learn about them. As I learn more about someone, I can care for them that much better because I know more about their situation and where they’re coming from.
What do you enjoy most about working at Modera?
No brainer – the people. There is a palpable difference in going to work every day when the people you work with enjoy their jobs and care about the work they do. The willingness to help each other and lift peers up, instead of stepping on one another for advancement and recognition, is not something you can just find anywhere. It is a culture cultivated from within, created and reinforced by hiring like-minded individuals whose primary concern is the client’s wellbeing.
Where did you grow up? Where do you live now?
I was born and raised in Shelby, NC. I currently reside in Charlotte, NC in the Dilworth area.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
Clemson University,
B.S., Financial Management
