Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
The collective experience and knowledge of more than 800 colleagues in 26 offices across every wealth management discipline position Cerity Partners to deliver on our commitment to positively impact the financial lives of our clients.
Looking to join an awesome team? We’re hiring.
David Aaron
Partner & Market Leader
Timothy Abbott
Associate
Louis P. Abel, CFA, CAIA
Partner
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Andrew Adams
Senior Associate
Aimee M. Adler, CFP®
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson, JD
Principal
Rebecca D. Anderson
Josh Anderson
Sean Angelis, CFP®
Karen Angrisano
Jessie Angulo
Lynne Anicete
Gary Arakawa, CFA, CFP®
Bill Armistead, CPA
Christopher Arotin, AIF®, CFP®
Nikolai Arutiunov
Cheryl Athas
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Neetha Azeez
Shelby Babcock
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Laurie Beth Baird, CFP®, CPA, JD
Aleem Baksh
Jordan Bales
Leslie Ballantine, AIF®, CPFA
Christie Ballenger
Mary Grace Balrup
Julie Banda
Amy Banker, AIF®
Chelle Barberena
Justin Barish
Principal & Head of Digital Marketing
Justin Barley, CFP®
Carrie Barlow
Michaela Barnum
Tony Basalla
John Basford
Nader Bazlamit
David Beatty, CFP®
Gavin Beauregard
Steven Beck, CFP®, JD
Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
Carol Benz
Partner & Chief People Officer
Joshua Berdet, CFP®
Jamie Berens
Ryan Berger
Jonathan Berrios
Yasmin Bichara-Jakovljevic
Steve Blair, CFE
John F. Blair, CFP®
Jeffrey Blanchard, CFA
Vanessa Blue
Andrew Blumenthal, CFP®
Kevin Boddy
Tim Bodmer
Alicia Boggio-Hair
Doug Bonaquist
Kristie Bonifer
Marie Del Bove
Jen Bowen
John Bowlin
Abrielle Bradley
Jason “J.B.” Brangers, EA
Hugues Le Bras
Manny Bratta
Florence Bray
Andria Brewer, PCM®, CDMP®
Tyler Brook
Stephanie Broughton, ARPS, CPFA
Alec Broughton, CFP®, CCFS®, FBS®
Mark Brown, CPA
Cameron Brown, CFP®, CTFA
Amanda Brummel, JD
Michael Bryan, CPA
Katie Buchanan
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Ryan Burch, CFA
Craig Burger, CFA
Gerard Burke
Matthew Burns
Christopher Burrows
Bonnie Burset
Jeff Bushman
Katie Butler, CPA
Cheri Butts
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Diana Cantor
Jeffrey L. Caples, CFA
Jessica Carbajal
Tara Carley
Scott Carlson
Dawn M. Carpenter
Tessa Carr
Vonny Carrington
Josh Carroll, AIF®
Chris Carter, CPA
Andrea Casas
Brian Casey
Mark Castell, CPA
Lynda Castellano
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Lindsey Chastain, CPA
Becky Whetstone Cheetham
Yanming Chen
Cecilia Chen, CFA
Charlene Chessler, CPA
Dr. Indu Chhachhi
Paul Chmielewski
Hannah Reimer Christopher, CFP®
Andrew T. Chudy
Carol Clark
Whitney Clark
Jake Clemens, CFA, CFP®
Jacob Clemons, CPA
Dena Clifford
Karen Clinkenbeard
Miryam Cohen
Tom Cohn, CFA
Partner & Chief Solutions Officer
Felicia Cole
Justin Coletto
Ciara C. Colón
Marie Conner
John Cook
Principal & Director of Human Resources
Tim Cooper, CPA
David P. Corcoran
Kevin Costello
JD Costello
Maddie Costlow
Meghan Cottrell
Ralph Coutant, CFA, CMT
Trevin Cox
Christine M. Craig, CPA
Brady Crawford
Jodi Credit
Jenna Crockett
Hannah Crockett, PMP®
Nataliya Crouse
Kimberly Crowley
Brendan Cunningham
Dan Cupkovic, CFP®
William T. Curran, CIMA®
Russ Curry
Chris Curtis
Partner & Chief Financial Officer
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Jacey Dakin, CEPA®
Jeremy Davis, CFP®, CEPA®, CExP™, CHBC
Christina Davis
Robert Davis, CAIA, CFA
Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Breanna Decker
Thomas Decker, CFP®
Amanda Dekki, JD
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Lenèe Dirzuweit, IACCP®
Michael Disharoon, CFA
Blake Ditto, CPA
Cheryl Donaldson
Neal Donhoff, CFP®
Kevin Dorwin
Katrin Doyle
Mimi Drake
Julio V. Driggs, JD, CFP®
Sarah Dudack
Ethan Duffy
Justin DuMouchelle, CFA, CFP®
Justin Duncan
Angie Duncan, CPA
Pierre duPont
Kimberly Duran
Trina Durbin
Sarah Durham
Rebecca Dutka, CFA
Alexander Dyumin
Clint Eakles, CFP®
Jessica Eisenberg
Anne Elliott
Jennifer Ellison, CFA
Kelly Emerine
Megan Endersby
Michael Erskine, CFA
Liza EsselSagoe
April Essex, CPA
Ini Etuk
Ryan Eversole, CFP®
Alex L. Faber, CFA, CFP®
Adrian R. Fadrhonc
Cecilia Fajardo
Jessica Farrell, CFA
Stephenie Farrow
Eldar Feyzulov
Kimberly Fields
Kellye Fields
Scott Finn
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Justine Fonseca, CFP®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Tina Freeman
Richard B. Freeman, CFP®
Shadrack Frempong
Phillip French
Virginia Frisch
Brad Fry, CFA
Johanna Furlong
Ana Galutera
Alison J. Gamble
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
Kris Gasparac
James P. Gauthier, CFA
Jonah Gelhaus
Mitch Gelkopf
Courtney Gentry
Nick Gerber
Stephanie Gervacio
Zeina Ghaly
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Bethany Gibson
Thomas Giddings
David Gifford
Garrett Gillett
David Gimpel
Jeffrey Glassman
Tamara Golde, CFP®
Richard Golinski, CFA
Caroline Good
Bridget Goodbody, CFP®
Lauren G. Gooding, CTFA
Kathy Goodman
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Jeff Graf, CPFA
Dajion Grant
Kim Graven
Colin Gray, CFP®
Shelia Gray
LeShanna Green
Carrie A. Grey, CPA, CVA®
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
Todd Gruenig, CFP®
Ashley J. Guerra
JG Guidera
Theresa Guinto
Erika Gunbeyi
Jake Gurock, CFP®
Brad Gutzler
Colby Hackerman, CFA, CPA
Hunter Haley, CFP®, CPA
Shane Hall, CFP®, CAIA, CPWA®
Michael Harano
Jill Hardesty
Ben Hardin, CFP®
Adam C. Hardy, CFP®
Amanda Harris
Khalil Harris
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA, TEP
Erica Hartog, CPA
Matt Hay
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Ashley P. Hembree, CFP®
Josh Herman
Delia Hernandez
Emily L. Herring, CPA
Elizabeth Hicks
Rebecca Hilchey
Kevin Hilden
Partner & Chief Operating Officer
Jason Hill, CEPA®, CPA
Adam Hills
Partner & Chief Revenue Officer
Ann Marie Hindley
Caroline Hirt
Masha Hodi
Partner & Chief Experience Officer
Andrew Hoercher
Caren Holzhauer
Jaclyn Hood
Katelynn Hopper
Reggie Hopton
Adam Hornek, CFP®
William Horner
Ben Hout
Lyman Howard, CFA, CFP®
George Hubbard
Partner & Director of Private Direct Investments
Jenny Huelsman, CFP®, CSA®
Connor Hufer
Karen D. Hunley
Tim Hunt
Michèle Hurley
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
Ally Hyrcza
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Teppo Jaakkola
Nick Jackson, CFP®, AIF®, JD, QPFC®
Arlene James
Darcy James
Chris Jameson, CRPC®
William Jasien
Shannon Jenkins, CEPA®, CFP®, CPA
Tyler Jenkins, CPA
Alex Jimenez
Kathryn Jodon
Will Johnson
Peter A. Johnson
Blake Johnson, CFP®
Joshua Johnson
Brenda M. Johnson, CPA
Anne Johnston, CFP®
Zach Johnstone, CISM®, CISA®, CRISC®
Nicole Joko
Thomas (TJ) F. Jones
Thomas S. Jones
Austin Jones, CFP®
André De Jong, FPQP
Wesley Jorette
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Mikel S. Keifer, CFA
Alaynna Keith
Raymond Keith, CPFA
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Dustin Kindervater
Rashad King
Becky Kingery, ARPS
Scott Kisselbaugh, CPA
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Stephen Klingler, CFP®
Jeffrey Knight
Jessica Kobaly
Gavin W. Koenig, CEPA®, AIFA®, CRPC®
Caroline Koenig
Allen Kozel, CFP®
Steven L. Kramer, CFP®
Kati Krause
Zoe Kreca, CFP®
Eric Kuehl
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Kyle Kursim, CFP®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Rebecca LaPlant
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Dawn M. Lasek
Jillian Laughlin
Tap N. Le
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Brian Lee
Danni Lee, PHR®
Caleb Lee
Cameron Lehrmann, CPA
Thomas Leppert
Yola Lerch
Boone Lewis
Edward Liberman
Amy Lin
Andy Lin
Austin Little, CFP®
Robin Littlejohn
Winky Liu
Dwight Liu
Ray Llewellyn, CFA, CFP®
Philip Logsdon
Marsha K. Logsdon
Ben Lomazow
Richard Long, CFA
Stefan Ludlow
Principal & Chief Technology Officer
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Andy Machenheimer
Jory Makin
Steve Malbasa
Julia Malin, CFP®
Jacqualyn Malloy
Kelly Mangum
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Jacqueline Martin
Susan Matlow, JD, CFP®
Tricia Mattingly
Brian Mattingly, CFA
Joseph Matus, CFA
Demi Maya
Vince Mazzone, JD, EA
Ray McCarthy, CPA
Michael McCarville, JD
Doug McClean, CISM®
Alex McClure
Doug McCrea
Chuck McCurdy, CFA
Morgan McDowell
Matt McGinn
Paul McGloin
Matt McGrew, JD
Patrick McGuire, CPA
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Jessica Mendoza
Patricia Mercer
Donna Metrou
Abby Miles
Adam Miller
Karl O. Mills, CFA
Eric Minnick
Kurt Miscinski
Partner, President & CEO
Kristen Mitchel
Olive W. Mitchell, CFP®
Justin Mitchell
Greg Mitseas
Ana Mojica
Christine Monyak
Sean Moore
Paul Moretti, CEPA®
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Lindsey Nadel
Craig Nance, CPA
Douglas Nardi, CFA
Matt Nardi
Tabitha Negron
Brad Nenni
Alan Ness, CFP®, AIF®
Seth Newby, CFP®
Lesa Newell
Geoffrey Newman
David Newson
Partner & Chief Marketing Officer
Steve Nielander, CFA
Eda Niño
Chase Norcini, CFA
Joshua Norman, JD
Reed Nothwang, CFP®
Savanna Nunn
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Claire O’Keefe
Partner & Head of Partner Development
Resmena O’Meally, CPA
Rebecca Occhiline
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Javier Ordaz
Sarah Gregg Orum
Sebastian Ottaplakal
Ben Pace
Partner & Chief Investment Officer
Krissi Paczolt, CPA
Jeffrey Paladini, CFP®
Carlie Palmer
Marcia Paltenstein, CFP®
Aydan Panahova
Kellie Panter
Crystal Papachristou
Nick Papachristou
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Luke Parrish
Nicholas Pasichuke
Andreya Patterson
Cristina Paul, CFP®
Jackson Pawley, CPA
Zack Payne
Yelena Pelimskaya, CFA
Andrea Castillo Pena
Maria Pereyra
Natalie Perez
Blake Perkins
Lizzie Perkins
Linda Pesa
Jeffrey J. Peters
Nicholas N. Petrelli, CFP®
Brittany Peyser
Katie Pfeifer, CFP®
Richie Phares
Carman Phillips
Walker Phillips, CFP®, CIMA®
Scott R. Phillips
Bettie Pickett
Kinga Pietrzycki
Peg Pike
Nina Pilgrim
Erin Piscitelli, CFP®
Simona Platukyte
Chris Pleshek, CPA
Brady Polk, CFP®, CTFA
Derrick Poon
Quinn Portfolio, CFP®
Kristen Potter
Connor Powell, CPA
Matthew Powell
Jacqueline Price
Mark Priebe, CPFA
Neil Quinlan, CFP®, PMP®
Partner & Head of Operations
Hugh Quinn
Luke Ramey, CFP®
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Elyse Redwine
Ally Reeves, CFP®
Joe Reeves, CFP®
Jill Reiter
Nancy Renshaw
Thomas Richardson, CPA
Will Richardson
Andrew N. Riehl, CFA
Dalton Rinehart
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Kelly Robertson
Rhonda Robinett
Ryan Rodriguez
Marianne S. Rodriguez, CFP®
Eduardo Noa Rodriguez
Derek Rogers
Tristan Romo
Keisha Rose
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Sawyer Rothmann, CFA
Spencer Roule
Meg Rowley
Steve Roy
Veronica Rubio, CFP®
Alexandera (Alex) Rudish
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Jeanette Ruvalcaba
Sherrell Sabree
Nicole Sager
Kamil Said
Alex Saikali
Sarah Saites
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Marc Sanborn
Minnie Yao Sanford, CFP®
Sarah Santoro
Steven P. Saunders, CAIA, CFA
Nicole Scaffidi
Becky Scaletta
Emma Schall
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Matthew Schonsheck
Aram Schotts, CFP®, CRPS®
Austin Schreck, CFP®
Robert Schwagerl, CMT, CFTe
Abby Scott
Catherine A. Scruggs
Lauren Seaman, SHRM-CP
Rob Seco
Partner & General Counsel
Matthew Serkes, CFP®
Madeline Serpico
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
Kirsten Shaw
LeAnn Shea
Nick Sheeley
Timothy Sheridon
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Lindsey Shimin, ARPS
Samuel Short
Claudia Showers
Leah Silletto
Bryan Silveira
Gary Silverman, CFA
Michelle Simek
AJ Simoncelli
Morgan Simpson
Jason Simpson, CFP®
Christina Simpson
Payton Sims
Emily Sims
Marcella Skenderis
Carley Skidmore
Dee Slavutin, ChFC®
Jill Smart
T.C. Smith
Lyric Smith
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Grant L. Smith
Ellie Snyder, CFP®
Mona Soliman
Javier Solis, CFP®
Robert J. Sollazzo, CFA
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
Robert L. Souza, CFA
William Speciale, AEP®, JD
Will Spence, CFA
Judith Spencer
Angel Spillers
Shelby Stahr, CFP®
Marisa Stancroff
Kelley Stanford
Ari Stanger, CPA
John Stanovich, CFP®
Thomas Stasel, CPA
Matt Stazzone
Philip Steele, AIF®
Jean Steffan
Katie Stenger
Kyler Stephens
Elizabeth W. Stone
Jennifer Stott
Alanson Stumler
Marisela Suarez
Martin Sullivan
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Joe Surrell
Larry Sussman, CFA
Partner & Head of Corporate Finance
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Dawson Swindler
Gabrielle Swint
Michael Syer, CFP®
Claudia Sykora, CPA
Bryn Taday
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matt Tassell
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Robert E. Thieman, CPA, JD
Madeleine Thomas
Logan Thomas
Eric Thompson, CFP®
Kendra Thornburg
Alexa Thorson
Christian Thwaites
Joe Tichenor, CFP®
Dan Timotic, CFA
Lauren Tingle
Rob Tittle, CFP®, CPWA®
Megan Tivitt, CPA
Philip Tivitt
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Eric Towell, CFP®
William Tricarico
Jim Trujillo, CFP®
Zack Trygstad
Brian Tu
Carmen Tu
Alyson Tucci
Partner & Chief of Staff
Leslie Tudor
Gabriel Turner
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Mirza Ugarak
Amanda Ulczynski
Andrew Utley, CFA
Tara D. Vagnone, CFP®
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
Daniel Vignola
Carol Vowels
Daniel Waddell, JD
Linda Wagner
Mike Waldridge, ChFC®
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Dawn Walters
Eric Warbrick, CPA
Jacob Ward, CFP®, CPA
Jason Waters, CFP®
Matt Watkins, CPWA®
Jennifer Watson, CPA
Laura Watts
Aaron Waxman, CFP®, CPA
Aubrey Weber
Valerie Weinfeld
Maria Weis
Gail Weiss
Jamie S. Weissman, AIFA®, CPFA
Larry Weissman, CFA
Craig Wells
Lisa West
Cathleen Westfall
Matt Westfall, CFA
Partner & Head of Portfolio Management
Colin Wheeler, CFP®
Emily Wilkins
Kim Wilkinson
Ashley Williams
Steve Williams
Partner & Chief Client Officer
EmJay Williams
Katherine Willis, CFA
Marissa Wilson
Heidi Wilson
Matt Wojtowicz, CPA
Susan Wolf
Andrew Wolfgang
Partner & Chief Training and Quality Officer
Tracey Wood-Sanford, CPA
Zach Woodward, CFP®, AWMA®
Courtney Woolever, SHRM-CP
Brian S. Woosley, CPA
Charles Wright
Morgan Wyatt
Jon Yankee, CFP®
Amanda E. Yearns
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
AJ Zimmerman
Joe Zurschmiede, CFP®, JD
Jeff Zych
