Asheville, NC Office

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 financial advisor at Modera Wealth Management, LLC with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Modera in 2023, he worked for Parsec Financial Management Inc from 2012 to 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.

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 at Modera Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management, Inc. for 12 years. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. 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.

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 at Modera Wealth Management, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Empower Financial Services. He serves as an unpaid board member of the Asheville Hockey League, a nonprofit organization. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates diversified asset allocation strategies with in-house accounting and tax capabilities, offering a combination of investment management and ancillary services uncommon among firms of its size.

Ashley Gragtmans is a CFP® professional with 12 years of experience in financial advisory. She is currently with Modera Wealth Management, LLC, where she has worked since 2023. Prior to that, she was with Parsec Financial Management Inc. from 2014 to 2023. 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’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies to align with client objectives and risk tolerance.

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.