Financial Planning with Cerity Partners

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 Brown-Forman benefits and how they should be incorporated into your personalized financial plan.  As part of our partnership with Brown-Forman, we offer a complimentary Benefits Review to all employees.

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Request an Introduction

Comprehensive Financial Planning

As a Brown-Forman employee, you have access to Cerity Partners’ comprehensive financial planning services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Comprehensive Financial Planning with Cerity Partners will include the following:

  • Brown-Forman Benefits Integration
  • Retirement Planning
  • Investment Analysis
  • Protection Planning
  • Income Tax Strategies
  • Legacy Planning

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

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 advisory team with access to specialists in other fields, such as tax and insurance, through one of our many affiliates.

Meet the Team

Seth Newby

Senior Associate

Derek Rogers

Associate

Mirza Ugarak

Senior Associate

Eldar Feyzulov

Senior Associate

Brad Nenni

Associate

Adam Hornek

Partner
Katie Pfeifer
Our Brown-Forman advisor team and fellow colleagues are extremely excited about the combination with Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing Brown-Forman clients, employees and retirees. With consistent change related to your Brown-Forman benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Katie Pfeifer, CFP®, Partner & Head of Workplace Solutions

Let’s achieve your goals together.

Schedule a complimentary Benefits Review with a Cerity Partners advisor to review the following benefits:

  • 401(k) Elections
  • Pension Estimates & Elections
  • Executive Savings Plan
  • Health Insurance
  • Net Unrealized Appreciation (NUA)
  • Supplemental Executive Retirement Plan (SERP)
  • Employee Stock Purchase Plan (ESPP)
  • Stock-Settled Appreciation Rights (SSARs)
  • Performance Based Restricted Stock Unit Awards (PBRSU)
Schedule Now

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

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.

Please read important disclosures here.

Your Introduction to an Expert Financial Partner Awaits

Specialized Financial Planning Advice for Brown-Forman 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.

Mirza Ugarak headshot

Mirza Ugarak

Senior Associate

Specialized Financial Planning Advice for Brown-Forman 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.

or call to schedule:

Call us to Schedule

Call us to Schedule: (212) 202-1810

Mirza Ugarak headshot

Mirza Ugarak

Senior Associate

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!

Mirza Ugarak

Senior Associate

Thanks!

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