Douglas Bazley is a CFP® professional with 22 years of industry experience, currently serving at Modera Wealth Management, LLC. His prior roles include positions at Prudential Insurance Company of America and Diversified Investors Securities Corp. Outside of his advisory work, he is involved in real estate development as a landlord in Asheville, NC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, offering a range of wealth management and financial planning services, including tax preparation and trustee roles for select clients.

Boone Butler is a financial advisor at Modera Wealth Management, LLC in Asheville, NC. He holds a Series 65 designation and joined Modera in 2025. Prior to his advisory role, Boone was a student at Brigham University Idaho for four years and has experience as a self-employed full-time student and other roles. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Brian Hjalmarson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Asheville, NC. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Merrill, Bank of America, and Charles Schwab. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Chad Foster is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Parsec Financial Management Inc. for nine years before joining Modera. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, retirement plan consulting, tax preparation, and trust-related services.

Isabel Pereira is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. She previously worked at Baird for two years and Morgan Stanley for ten years. Isabel holds the Series 66 designation and is based in Asheville, NC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

Travis Boyer is a CFP® and CFA® with 17 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc, Edelman Financial Services, LLC, and Wells Fargo Clearing. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax services, offering an integrated advisory and accounting model that serves high-net-worth clients and others.

Roger James Jr. is a financial advisor at Modera Wealth Management, LLC in Asheville, NC, holding a Series 65 designation with 18 years of industry experience. He previously worked at Parsec Financial Management Inc. for seven years before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Mark Lewis is a financial advisor with Modera Wealth Management, LLC, holding a Series 65 license and 19 years of industry experience. He previously worked at Parsec Financial Management, Inc. for 12 years before joining Modera in 2023. Modera Wealth Management provides wealth management, retirement plan consulting, portfolio management, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax planning, and business coaching, applying diversified asset allocation strategies centered on Modern Portfolio Theory.

Anna Bruder is a Certified Financial Planner (CFP®) at Modera Wealth Management, LLC with four years of industry experience. She previously worked at Parsec Financial Management, Inc. and held roles at Blue Ridge Bone & Joint and Perimeter Orthopedics. Outside of her advisory work, she is an artist and owner of Little Bit of Sunshine, a business based in Asheville, NC. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with in-house accounting and tax services, offering an integrated advisory and accounting approach.

Neal Nolan is a CFP® professional with 21 years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Parsec Financial Management, Inc. for 17 years. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and business entities. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers and optional ESG integration.

Harli Palme is a CFP®, CFA®, and holds a Series 65 license with 20 years of industry experience. She currently works at Modera Wealth Management, LLC and previously spent seven years at Parsec Financial Management, Inc. Outside of her advisory role, Harli serves on the board of directors for Mountain True, an environmental nonprofit, and leads board meetings for OnTrack Financial Education and Counseling, a nonprofit focused on financial literacy and asset building. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a mix of strategies tailored to client objectives and risk tolerance.

James Brunner is a financial advisor with Modera Wealth Management, LLC in Asheville, NC, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Empower Financial Services, Inc. He serves on the board of the nonprofit Asheville Hockey League. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting and tax services alongside traditional investment management.

Ashley Gragtmans is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She has prior experience with Parsec Financial Management Inc., where she worked for over a decade. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation strategies with in-house accounting and tax services, offering an integrated advisory model alongside business coaching and trustee services.

Elizabeth Cunagin is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Modera Wealth Management, LLC since 2023 and previously spent seven years at Parsec Financial Management. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting and tax services alongside investment management.

Omar Smith is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and seven years of industry experience. He previously worked at TDG Financial LLC and has additional experience in retail roles at CVS and Walgreens. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, serving a broad client base including high-net-worth individuals.

Richard Widick is a CFP® and Series 66 registered financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously was with CPS Investment Advisors. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and standalone financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting and tax services alongside its investment management.

Jacob Prater is a financial advisor at Modera Wealth Management, LLC with a Series 65 credential. Based in Asheville, NC, he has one year of industry experience and prior work history that includes positions at Pizza Hut and involvement with Highland Christian Church. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy guided by Modern Portfolio Theory and offers a combination of investment management with accounting, tax, and business coaching services.

Richard Manske is a Certified Financial Planner® with 24 years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Parsec Financial Management, Inc. Manske serves as secretary and on the finance and investment committees of the Southern Appalachian Highlands Conservancy and is a board member and finance committee member at Helpmate, a domestic violence services organization. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Christian Chavez Alvarez is a Series 65-licensed advisor at Modera Wealth Management, LLC with four years of industry experience. Prior to joining Modera in 2022, he held roles at Appalachian State University, Newberry College, and TC Roberson High School. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting and tax services, employing a diversified asset allocation strategy influenced by Modern Portfolio Theory.

Lee Cox is a CFP® with the Series 66 designation currently serving at Modera Wealth Management, LLC. He has experience working at several firms including Cornerstone Advisors, TD Bank, Baird Private Wealth, and Northwestern Mutual. His background also includes seasonal roles at Ridgecrest Summer Camps. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates accounting and tax services alongside investment management, employing diversified asset allocation with a tilt toward small-cap and value equities.

Sarah Dergarabedian is a CFA® charterholder and holds a Series 66 license, with 20 years of experience in the financial advisory industry. She has worked at Modera Wealth Management, LLC since 2023 and previously spent 16 years at Parsec Financial. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated services including accounting, tax preparation, and business coaching.