Financial Planning for Every Phase of Life

Our goal is to help Baptist Health employees and their families find financial clarity. We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. The first step is to understand your Baptist Health benefits and how they should be incorporated into your personalized financial plan.

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Baptist Health Benefits Review

Cerity Partners offers Baptist Health employees a no obligation, 30-minute consultation to review your questions regarding the following topis:

  • Retirement Plans, including Baptist Health 401(k) & 457(b)
  • Retirement Readiness: Am I on track?
  • Medical Expense Reimbursement Program (MERP)
  • HSA and FSA options
  • Life Insurance
  • Long-term Disability Insurance
  • Integrating your benefits into a comprehensive financial plan

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. As an 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.

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

Cameron Brown

Principal

Marc Sanborn

Principal

Seth Newby

Senior Associate

Neal Donhoff

Principal

Caleb Lee

Senior Associate

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

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 is not contracted with, endorsed by or affiliated with Baptist Health.

Please read important disclosures here.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of Katherine Willis

Katherine Willis

Partner & Market Leader

By clicking “Submit”, 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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.