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

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

Ellie Snyder

Senior Associate

Austin Schreck

Principal

Ryan Eversole

Principal

Luke Ramey

Senior Associate

Zach Woodward

Principal

John Stanovich

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

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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Walker Phillips

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.