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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Comprehensive Financial Planning

As a Brown-Forman employee, you have access to Cerity Partner’s 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. 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

Abby Miles

Associate

Ben Hardin

Principal

Seth Newby

Senior Associate

Adam Hornek

Partner

Alec Broughton

Principal

Mirza Ugarak

Associate
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 an 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.

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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.

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James Izard II

Partner

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.