Modera Wealth Management
Charlotte, North Carolina

Are you looking for a highly personalized wealth management experience in the greater Charlotte area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.

Aaron Combs

Wealth Manager, Principal

Aminah Miller

Client Operations Associate
Modera-Wealth-Charlotte-Amy-Lowder-1200px

Amy Lowder

Marketing Associate

Bradley Burk

Financial Advisor

Chia Yang

Planning Associate

Christina Schappert

Portfolio Manager

Corey Dodgson

Senior Human Resources Manager

Debra Ray

Administrative Assistant

Donna Hildebrand

Senior Human Resources Associate

Doreth Goodall

Client Service Specialist

Erica J. Yount

Wealth Manager, Principal

Gregory James

Wealth Manager, Principal

Hilary Daniel

Financial Advisor

Jenny Martella

Wealth Manager, Principal

Jonie Parks

Wealth Manager

Karen Augliera

Planning Associate

Karen R. Keatley

Emeritus Advisor, Principal

Karl Graf

Wealth Manager, Principal

Lisa Andrea

Administrative Assistant

Melissa Boyer

Senior Financial Advisor

Michael J. Ziemer

Wealth Manager, Principal

Millicent Carter

Planning Associate Manager

Mina Amjadi

Senior Client Service Specialist

Nancy Blackman

Senior Portfolio Manager

Rachel Helms

Client Service Specialist

Sam Wise

Client Service Specialist

Savannah Liptak

Client Service Specialist

Shane Pouliot

Financial Advisor

Tammy LeJune

Portfolio Manager

We are independent, fee-only financial advisors.

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many Charlotte investment firms, but we hope you consider us. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.