• Baptist Health

Financial Planning for Baptist Health Employees

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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Request an Introduction

Baptist Health Benefits Review

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

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  • 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
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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.

Wealth Management

Financial Planning

Investment Solutions

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management
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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.

Meet the Team

Abby Miles

Senior Associate

Marc Sanborn

Principal

Neal Donhoff

Principal

Seth Newby

Senior Associate

Cameron Brown

Principal

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Individuals and Families

10 Smart Ways to Use Your Bonus

February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…

Individuals and Families

Financial Planning Opportunities in a Down Market

April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.

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

Please read important disclosures here.

Specialized Financial Planning Advice for Baptist Health 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.

Abby Miles headshot

Abby Miles

Senior Associate

Specialized Financial Planning Advice for Baptist Health 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!

Abby Miles

Senior Associate

Abby Miles's Headshot

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