Financial Counseling for 7-Eleven Executives

Our goal is to help 7-Eleven executives achieve financial clarity through holistic counseling. As a preferred provider, Cerity Partners offers nationally recognized financial solutions and personalized counseling, backed by a dedicated team familiar with 7-Eleven’s unique compensation and benefits. Our fiduciary advisors ensure all decisions are aligned with your best interests and goals.

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Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

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  • 401(k) Options
  • Pre-Tax vs. Roth Contributions
  • Long-Term Incentive Plan
  • Retirement Planning
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Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Executive Financial Counseling as a Corporate Benefit

Tax Planning & Preparation

Estate & Gift Planning

Retirement Plan Advisory

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning
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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

Ellie Snyder

Senior Associate

AJ Zimmerman

Senior Associate

Ryan Eversole

Principal

Luke Ramey

Senior Associate

Jason Simpson

Principal

Colin Wheeler

Partner
Allen Kozel
At Cerity Partners, we believe that true financial security comes from understanding the full scope of your benefits and opportunities. By focusing on your 7-Eleven benefits and aligning them with your broader life goals, we bring clarity and direction to your financial decisions. Our approach is about empowering you with knowledge and confidence as you navigate your financial future. ”

Allen Kozel, CFP®, Principal

Meet with Our Team

Cerity Partners, a preferred provider, offers nationally recognized financial solutions, comprehensive counseling, and investment management services. We have a dedicated team experienced in 7-Eleven’s compensation and benefits offerings.

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Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Tax Strategies

2023 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Senior Principal

Financial Planning

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…

Daniel Park and Cheryl Donaldson

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Cerity Partners LLC has an agreement with 7-Eleven to provide advisory services to 7-Eleven employees. However, Cerity Partners is not affiliated with 7-Eleven. Cerity Partners LLC and 7-Eleven are separate and unrelated companies.

Please read important disclosures here.

Your Introduction to an Expert Financial Partner Awaits

Specialized Financial Planning Advice for 7-Eleven Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Colin Wheeler headshot

Colin Wheeler

Partner

Specialized Financial Planning Advice for 7-Eleven Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Colin Wheeler

Partner

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