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Biography

Claudia is a Senior Principal in the Cleveland office. She has over sixteen years of experience serving clients in the areas of financial, estate and tax planning.

Prior to joining Cerity Partners, Claudia was a Senior Consultant with Deloitte Tax LLP Private Client Advisors group where she served ultra-high-net-worth clients such as professional athletes, coaches, and business executives. Before Deloitte and Touche, Claudia worked at IMG as a financial executive in the Tennis and Executive Clients Division of McCormack Advisors International serving ultra-high-net-worth clientele. She also worked in the Client Bookkeeping division of IMG, paying bills and maintaining general ledgers for professional athletes, coaches, and entertainers.

Learn more about my practice.

Education

  • B.A. in Accounting, Baldwin-Wallace College

Highlights

  • Certified Public Accountant
  • Member of the American Institute of Certified Public Accountants
  • Member of the Ohio Society of CPAs

Q & A

What inspired you to pursue your career in financial management?

I started at IMG in Client Accounting, paying bills for professional athletes. I met my mentor, Tony Decello, while working there. He took me under his wing and helped me to get where I am today and for that I am truly grateful.

What should your clients know the most about you?

I’m a total family person. My husband, boys, and I do so much together and I wouldn’t have it any other way. Our life really revolves around their sports and I love watching them do what they love to do.

What differentiates Cerity Partners from other firms in our space?

Our wholistic approach offers our clients a “one-stop shop” where they can come to one play for all of their needs from tax, to financial planning, investments, bill pay, retirement planning, etc.

What do you do in your personal life that helps you help your clients?

Instill teamwork in my boys. Both play multiple sports and we always talk about how to help the team. There is a lot of teamwork within Cerity Partners, which is one of the things that helps us serve our clients as well as we do.

How would you describe your best day doing what you do?

I’ve worked with some clients for over 20 years and I’ve worked with others for less than a year – the best part of working with any of those clients is hearing “thank you so much for your help, I greatly appreciate all that you do”. It’s definitely a team effort and I’m thankful for those that help me along the way.

What does the world need now more than anything?

Peace. There is so much turmoil in the world today that we just need peace, not only in our nation, but everywhere.

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.