Financial Planning with Cerity Partners

We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. As part of Mortenson Dental Partners’ investment in you, we’ve partnered with MDP to provide you with an annual financial planning benefit to help you better prepare for your financial future. We understand that engaged and fulfilled doctors provide the best care for patients, for their own families, and for the organization. Cerity Partners is here to provide you with financial education and objective, fiduciary advice that best fits the needs of your individual situation.

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Comprehensive Financial Planning

As an MDP doctor, 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:

  • MDP 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 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.

Meet the Team

Julio V. Driggs

Principal

Ally Reeves

Senior Associate

Brady Polk

Senior Associate

Joshua Johnson

Associate

Brad Nenni

Associate

Justin Barley

Principal
Julio V. Driggs
Our MDP advisor team and fellow colleague are extremely excited about joining Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing MDP clients, employees and retirees. With consistent change related to your MDP benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Julio V. Driggs, JD, CFP®, Principal

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.

For this reason, we offer a complimentary consultation to address any questions you may have. There is no cost and no obligation for you to take the first step toward financial clarity.

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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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.