Tom Orecchio

Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey

Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.

Heritage Financial Group, Inc. operates as a bank holding company, which provides commercial banking, retail banking, mortgage banking and wealth management activities through its subsidiary, HeritageBank of the South. It provides credit based products, deposit accounts, corporate cash management, investment support and other services to commercial and retail clients. The company operates its business through two segments: Banking and Mortgage Banking. Heritage Financial Group was founded in May 2010 and is headquartered in Albany, GA.