Modera Wealth Management

What better way to start the week than on the golf course...and it's even better if you are supporting a worthy cause! Yesterday, J. Scott Kittrell, and team did just that at the HABITAT FOR HUMANITY OF THE NC SANDHILLS, INC. "Drive it Home!" Golf Tournament and Fundraiser organized by the Habitat's Women Build group. It's always our pleasure to support Habitat for Humanity and their amazing contributions to the communities where we live and work. #givewhereyoulive #southernpinesfinancialplanner

We are pleased to announce that Brian Hjalmarson, CFP® has joined our Asheville, NC office and is serving clients as a financial advisor. Join us in welcoming Brian to the team! #newemployeespotlight #ashevillefinancialplanning

Our offices will be closed on July 4th so that our employees can spend time with their families and friends in celebration of Independence Day. If you are looking for opportunities to make the holiday more meaningful or memorable, Modera's Neal Nolan, CFP®, AIF®, CPFA offers some suggestions on ways to celebrate, such as reading the Declaration of Independence and treating a veteran to lunch. No matter what your plans may be, we hope you stay safe and enjoy the day. #independenceday #july4 #ashevillefinancialplanner

Please join us in officially welcoming Rebecca Rathbone to Modera! She joined our operations team as a client service associate in our Asheville office earlier this year. Our operations team is the backbone our company and we are so glad to have Rebecca on board. #wearegrowing #newemployeespotlight #Ashevillefinancialplanner

Modera Wealth is pleased to announce that Samantha Cruzado has joined our Southern Pines office as a client operations associate on our operations team. So far, Samantha is enjoying her new town and the office is certainly glad she is here. Welcome, Samantha! #newhire #EmployeeSpotlight #southernpinesfinancialplanner

We've been busy at Modera, expanding our staff and skills to better serve our clients. Today, we are excited to introduce Debra Ray, our newest Administrative Assistant in the Charlotte office. It's been just a few, short months and she already has the office running like clockwork. Welcome, Debra! #newhire #employeespotlight #charlottefinancialplanners

Wishing a happy five-year work anniversary to Kalei Ensley, a client service specialist in our Asheville office. She is a valued colleague and friend to all. Kalei, we are so glad you are on our team. Cheers and thank you! #ourpeoplemakethedifference #Ashevillefinancialplanning

Modera celebrates and supports the LGBTQ+ community, especially our colleagues, clients and friends, today and every day. As advisors and allies, we know that there are diverse needs that often require specialized planning considerations. We take care in listening to and understanding your unique goals and concerns. #pridemonth #financialplanning

Congratulations to Charles P. Boinske, CFA on his appointment to the board of the Propel Business New Venture & Innovation Program, at Penn State Smeal College of Business. This program serves as a virtual assistance hub catering to Smeal graduate students and alumni who are interested in new venture creation, helping them navigate the complexities of launching and growing new business ventures. #GivingBack #pafinancialplanning

Our Wealth Manager and Principal Mindy Neira (Cleaveland), CFP®, ChSNC® was recently featured in InvestmentNews on her work with the LGBTQ+ community. “It was almost a duty to put myself out there and be a resource for others in the community,” she says. Read now: https://lnkd.in/eg4StgtB