• 7-Eleven

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

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

Ashley P. Hembree

Principal

Jason Simpson

Principal

Luke Ramey

Principal

Ellie Snyder

Principal

Abby Miles

Senior Associate

Seth Newby

Senior Associate
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®, Senior 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

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - 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

Estate Planning

2023 Gift, Estate, and GST Tax Changes

December 2, 2022 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Senior Principal

Individuals and Families

A Pitfall of the “Backdoor” Roth IRA Conversion

December 15, 2022 - Every few months, a reputable financial news website releases an article about the benefits of contributing to a nondeductible IRA and converting that contribution to…

Daniel Park and Cheryl Donaldson

Individuals and Families

Ways to “Supercharge” Your 401(k)

August 25, 2022 - 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 Your 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.

Ellie Snyder headshot

Ellie Snyder

Principal

Specialized Financial Planning Advice for 7-Eleven Employees

Call Us: (212) 202-1810

or Schedule your complimentary discovery call with an advisor.

Call us to Schedule: (212) 202-1810

Book your meeting

This call with me 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!

Ellie Snyder

Principal

Ellie Snyder's Headshot

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