• CCHMC

A More Human Approach to Financial Wellness

Everything in your financial life is connected – when one area shifts, the rest moves with it. Our goal is to help CCHMC employees and their families find financial clarity. Let us help you create a financial plan focused on your individual wants and needs.

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Let's Achieve Your Goals Together

We offer a complimentary consultation to review your pension path and address any questions you may have. There is no cost and no obligation for you to take the first step toward financial clarity. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take the time to fully understand the depths of their personal financial goals. 

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  • Pension Projection
  • 403b, 457b, DC Contributions and Investment Strategy
  • Health Plans (HSA Basic, HSA Advantage, Select Plan)​
  • Retirement Affordability and Tax Planning Opportunities
  • Insurance, Family and Cafeteria Benefits​
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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. 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

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

Austin Schreck

Principal

Zach Woodward

Principal

Ellie Snyder

Principal

John Stanovich

Principal

Ryan Eversole

Principal

Luke Ramey

Principal
Ryan Eversole
Our CCHMC advisor team and fellow colleagues are extremely excited about joining Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing CCHMC clients, employees and retirees. ”

Ryan Eversole, CFP®, Principal

Paul Chmielewski

Partner

Estate Planning

2023 Gift, Estate, and GST Tax Changes

December 2, 2022 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Senior Principal

Individuals and Families

A Pitfall of the “Backdoor” Roth IRA Conversion

December 15, 2022 - 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

Individuals and Families

Ways to “Supercharge” Your 401(k)

August 25, 2022 - 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.

Specialized Financial Planning Advice for Your 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.

Zach Woodward headshot

Zach Woodward

Principal

Specialized Financial Planning Advice for CCHMC 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.

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Zach Woodward's headshot

Principal

Zach Woodward

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