People & Places

The collective experience and knowledge of more than 400 colleagues in 20 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.

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David Aaron

Partner & Market Leader

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Lloyd Abramowitz

Partner & Practice Leader

Larry Adams, AIF®, CPFA

Partner

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Andrew Adams

Senior Associate

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Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

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Karim Ahamed, CFA

Partner

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Chris Akamine

Partner

Mark Andersen, JD

Partner

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Helen Anderson

Principal

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Sean Angelis, CFP®

Principal

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Karen Angrisano

Principal

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Lynne Anicete

Associate

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Christopher Arotin, AIF®, CFP®

Principal

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Nikolai Arutiunov

Senior Associate

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Cheryl Athas

Senior Associate

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Barbara Attardo, AEP®, CFP®

Partner

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Chris Bagileo

Associate

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Ian Bai, CFP®

Principal

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Samuel Bain, Jr.

Partner & Market Leader

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Aleem Baksh

Senior Associate

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Julie Banda

Senior Associate

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Amy Banker, AIF®

Principal

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Chelle Barberena

Principal

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Carrie Barlow

Associate

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Michaela Barnum

Senior Associate

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Tony Basalla

Principal

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John Basford

Partner & Market Leader

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David Beatty, CFP®

Partner & Market Leader

Laurie Belew, CFP®

Partner & Market Leader

Abigail Bell

Associate

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Carol Benz

Partner & Chief People Officer

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Joshua Berdet, CFP®

Principal

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Ryan Berger

Associate

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Jeffrey Blanchard, CFA

Principal

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Andrew Blumenthal, CFP®

Partner

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Debra Boerger, CFP®

Principal

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Alicia Boggio-Hair

Associate

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Doug Bonaquist

Partner

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Marie Del Bove

Principal

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Jen Bowen

Senior Associate

John Bowlin

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Abrielle Bradley

Senior Associate

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Gillian Brand

Associate

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Hugues Le Bras

Principal

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Manny Bratta

Principal

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Amanda Brummel

Principal

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Kevin Buckley, CFP®

Partner

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Erica Bunnell, CFP®

Principal

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Gerard Burke

Senior Associate

Christopher Burrows

Partner

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Jeff Bushman

Senior Associate

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Azaian Cagalingan

Associate

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Erica Cameron, CFP®

Partner

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Matthew Canner

Partner

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Diana Cantor

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Dawn M. Carpenter

Associate

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Vonny Carrington

Partner

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Mark Castell, CPA

Partner

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Lynda Castellano

Partner

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Ricardo Castro

Senior Associate

Onari Tariah, CFP®

Principal

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Eric Chang, CFA

Principal

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Yanming Chen

Associate

Paul Chmielewski

Partner

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Whitney Clark

Senior Associate

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Jake Clemens, CFA, CFP®

Principal

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Miryam Cohen

Senior Associate

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Tom Cohn, CFA

Partner & Deputy Chief Investment Officer

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John Cook

Principal & Director of Human Resources

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JD Costello

Associate

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Meghan Cottrell

Associate

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Faith Counio, CFP®

Principal

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Ralph Coutant, CFA, CMT

Principal

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Nataliya Crouse

Senior Associate

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Kimberly Crowley

Partner

Brendan Cunningham

Associate

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William T. Curran, CIMA®

Partner

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Chris Curtis

Partner & Chief Financial Officer

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Paul D’Elia, CFP®

Partner

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

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Elizabeth Dawson, CFA, CFP®

Principal

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Brett Dearing

Partner

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Elizabeth Delude, CFA

Principal

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Joel DeMaria, CFP®

Partner

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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

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Joseph DiGregorio

Associate

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Michael Disharoon, CFA

Partner

Cheryl Donaldson

Principal

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Kevin Dorwin

Partner & Market Leader

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Mimi Drake

Partner & Market Leader

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Sarah Dudack

Associate

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Justin DuMouchelle, CFA, CFP®

Partner

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Pierre duPont

Partner

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Kimberly Duran

Associate

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Jennifer Ellison, CFA

Partner

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Megan Endersby

Senior Associate

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Cecilia Fajardo

Principal

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Jessica Farrell

Partner

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Kimberly Fields

Senior Associate

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Kellye Fields

Associate

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Scott Finn

Senior Associate

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Patrick Fischbach

Principal

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Andrew Fisher, CFA, CPA

Partner

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Jessica Foley

Principal

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Kent Forkner

Partner

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Candice Frank

Senior Associate

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Kathy Freed, CFP®

Principal

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Shadrack Frempong

Senior Associate

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Virginia Frisch

Associate

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Doug Garrison, CFP®

Partner

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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Stephanie Gervacio

Associate

Garrett Gillett

Senior Associate

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David Gimpel

Principal

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Matt Gnabasik

Partner

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Richard Golinski, CFA

Partner

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Caroline Good

Associate

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John Goott, AIF®, CFP®

Partner

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Daniel Goott, CFP®, CIMA®

Partner

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Judith Gordon

Principal

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Dajion Grant

Senior Associate

Alexis Grason, CFP®

Principal

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Shelia Gray

Principal

Cameron Grimm

Associate

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Alexander Gross, AEP®, CFP®, CPA/PFS

Partner

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Theresa Guinto

Associate

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Hunter Haley, CFP®, CPA

Principal

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Michael Harano

Principal

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Jill Hardesty

Associate

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Rick Harris

Principal

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Lissa Harris

Principal

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Susan Hartley-Moss, CTFA

Partner

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Erica Hartog, CPA

Partner

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Matthew Heath, CFP®

Principal

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Andrew Helfont, CFA

Partner

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Elizabeth Hicks

Senior Associate

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Rachel Highbarger

Senior Associate

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Rebecca Hilchey

Associate

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Kevin Hilden

Partner & Chief Operating Officer

Ann Marie Hindley

Associate

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Masha Hodi

Partner & Chief Experience Officer

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Caren Holzhauer

Associate

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Reggie Hopton

Associate

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William Horner

Principal

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George Hubbard

Partner

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Connor Hufer

Associate

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Michèle Hurley

Principal

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John Hyman, CIMA®

Partner

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James Izard II, CFP®

Partner

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Jack H. Scaff III

Partner

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Henry “Sandy” Harris III, CFA

Partner

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Rhonda Inskeep

Associate

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Stephen Janachowski

Partner

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William Jasien

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Alex Jimenez

Partner

Linda Jin

Principal

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Kathryn Jodon

Principal

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Will Johnson

Principal

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Blake Johnson, CFP®

Principal

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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André De Jong, FPQP

Associate

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Wickliffe Lyne, Jr.

Principal

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David Jumper, CFA

Partner

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Evan Kaplan, CFA, CFP®

Principal

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Tom Karsten

Partner & Market Leader

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Robert Katz, CFP®

Partner

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Carl Kaufman

Associate

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Mickey Keating, CFP®

Senior Associate

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Kathryn Kennedy, CPA, JD

Partner

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Hannah Kim

Senior Associate

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Kate Kittinger, AEP®

Principal

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Ekaterina Klimentova, CDFA®, CPA

Partner

Jeffrey Knight

Associate

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Jessica Kobaly

Senior Associate

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Allen Kozel, CFP®

Principal

Kati Krause

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Geoffrey Kuli, CFA

Partner

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Steve Kurosko, CSRIC®

Partner & Market Leader

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Patrick Labriola

Principal

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Jeffrey Lancaster, CFP®

Partner

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Adam B. Landau, CAIA

Partner

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Rebecca LaPlant

Senior Associate

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Gerry Larr

Partner

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Greg Larson, CSRIC®

Senior Associate

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Jillian Laughlin

Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Christine Lee, CFP®

Principal

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Rita Lee, CDFA®, CGMA®, CPA, PFS

Partner

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Brian Lee

Associate

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John Lee, CFP®

Senior Associate

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Cameron Lehrmann, CPA

Principal

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Ryan P. Leitch

Associate

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Thomas Leppert

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Edward Liberman

Principal

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Amy Lin

Senior Associate

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Andy Lin

Associate

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Winky Liu

Principal

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Ben Lomazow

Principal

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Richard Long, CFA

Principal

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Stefan Ludlow

Principal & Director of Technology

Christina Lum

Associate

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Anne Lyons

Associate

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Lyle Maasdorp, CFP®

Principal

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Steve Malbasa

Partner

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Julia Malin

Associate

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Jacqualyn Malloy

Senior Associate

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Jessica Marshall

Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Peter Martin, CPA

Partner

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Jacqueline Martin

Associate

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Joseph Matus, CFA

Senior Associate

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Ray McCarthy, CPA

Principal

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Doug McCrea

Partner

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Matt McGinn

Principal

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Paul McGloin

Partner

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Timothy McNally, CIMA®, CPA

Principal

Kelly McNerney, CFP®

Principal

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Charles McRae, CEPA®, CFP®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

Associate

Jessica Mendoza

Senior Associate

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Patricia Mercer

Associate

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Donna Metrou

Principal

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Cooper Miller

Associate

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Eric Minnick

Principal

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Kurt Miscinski

Partner, President & CEO

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Ana Mojica

Senior Associate

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Janie Monroe, CFP®

Principal

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Christine Monyak

Associate

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Sean Moore

Partner

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Panzie Morris

Senior Associate

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Jonathan Morris

Principal

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Owen Morrow

Associate

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Constantine Mulligan, CFA

Partner

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFA, CFP®

Partner

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Elizabeth Musarra, CPA, PFS

Partner

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Lindsey Nadel

Partner

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Robert Nardelli

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Douglas Nardi, CFA

Partner

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Matt Nardi

Associate

Alan Ness, AIF®, CFP®

Partner

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Lesa Newell

Senior Associate

Shelley Newham

Principal

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David Newson

Partner & Chief Marketing Officer

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Steve Nielander, CFA

Partner

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Reed Nothwang, CFP®

Principal

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JoAnne O’Connell

Principal

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Emily O’Connor

Principal

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Claire O’Keefe

Partner & Head of Corporate Development

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Resmena O’Meally, CPA

Partner

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Brooklyn Ogburn

Associate

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Stephen Oliver, CFA, CFP®

Partner

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Matt Olver, AEP®, CFP®

Partner

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Sarah Gregg Orum

Principal

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Sebastian Ottaplakal

Associate

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Ben Pace

Partner & Chief Investment Officer

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Krissi Paczolt, CPA

Principal

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Jeffrey Paladini, CFP®

Partner

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Aydan Panahova

Associate

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Daniel Parillo

Principal

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Nicholas Pasichuke

Associate

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Cristina Paul, CFP®

Partner

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Yelena Pelimskaya, CFA

Principal

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Andrea Castillo Pena

Associate

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Blake Perkins

Senior Associate

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Brittany Peyser

Principal

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Walker Phillips, CIMA®

Partner

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Bettie Pickett

Associate

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Peg Pike

Partner

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Nina Pilgrim

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Kristen Potter

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

Associate

Hugh Quinn

Associate

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Steven L. Ramirez, CFA, CFP®

Principal

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Gerianne Raymundo

Senior Associate

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Maxine Reid

Associate

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Nancy Renshaw

Principal

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Thomas Richardson, CPA

Partner

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Jack Riehemann, CFA

Senior Associate

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Rhonda Robinett

Principal

Tristan Romo

Principal

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Melanie Ross, CFP®

Principal

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Sawyer Rothmann

Associate

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Spencer Roule

Senior Associate

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Meg Rowley

Partner & Market Leader

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sherman S. Salangad

Senior Associate

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Jorge Salazar, CFP®

Senior Associate

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Jonathan Salvato, CFP®

Principal

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Minnie Yao Sanford, CFP®

Principal

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Isabel Scharmer, CFA

Partner

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Leonard Schlangel, CPA, JD

Partner

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

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Robert Schwagerl, CFTe, CMT

Principal

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Rob Seco

Partner & General Counsel

Matthew Serkes, CFP®

Principal

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Madeline Serpico

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Marshall Serwitz

Partner

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Mary Shahian, CDFA®, CFP®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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Kirsten Shaw

Senior Associate

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LeAnn Shea

Associate

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Gary Silverman, CFA

Partner

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Michelle Simek

Associate

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Marcella Skenderis

Associate

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Carley Skidmore

Senior Associate

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Dee Slavutin, ChFC®

Partner

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Jill Smart

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Chase Smith

Principal

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Robert C. Smith

Partner & Market Leader

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Neal Smith

Principal

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Meghan Smith

Principal

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Javier Solis, CFP®

Partner

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Paul Sommerstad, AIF®, QPFC®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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William Speciale, AEP®, JD

Partner

Judith Spencer

Associate

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Michael Spicer

Associate

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Shelby Stahr, CFP®

Principal

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Ari Stanger, CPA

Principal

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Matt Stazzone

Principal

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Philip Steele, AIF®

Partner

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Caraline Stenslik

Senior Associate

Kyler Stephens

Associate

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Jennifer Stott

Associate

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Martin Sullivan

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Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

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Colleen Supran, CFA

Partner

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Larry Sussman, CFA

Partner & Head of Corporate Finance

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Pam Swenson

Senior Associate

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Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

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Ayisha Tahir

Principal

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Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

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Matt Tassell

Associate

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Matthew Taylor

Partner

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Jonathan Taylor, CFA

Partner

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Natalia Tchetchoulina

Partner

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Andres Terronez

Senior Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Christian Thwaites

Partner

Dan Timotic, CFA

Partner

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Patrick Tobin, CFP®

Principal

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Jonatán Toledo

Associate

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Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

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Zack Trygstad

Principal

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Brian Tu

Principal

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Carmen Tu

Senior Associate

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Brandon Tutak

Senior Associate

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Tinetta Tutt

Associate

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Amanda Ulczynski

Senior Associate

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Myles VanderWeele, CFP®

Partner

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Christine Vandrey

Senior Associate

Juan Vasquez

Associate

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Daniel Vignola

Associate

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Steve Walker

Partner

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Thayer Walker

Principal

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Angella Wallace

Associate

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Eric Warbrick, CPA

Principal

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Jennifer Watson, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

Gail Weiss

Senior Associate

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Larry Weissman, CFA

Partner

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Craig Wells

Partner

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Ashley Williams

Senior Associate

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Steve Williams

Partner & Chief Client Officer

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EmJay Williams

Associate

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Katherine Willis, CFA

Partner

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Marissa Wilson

Associate

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Heidi Wilson

Associate

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Matt Wojtowicz, CPA

Principal

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Tracey Wood-Sanford, CPA

Partner

Jon Yankee, CFP®

Partner & Market Leader

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Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

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Dustan Zavatsky

Senior Associate

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Jeff Zych

Partner

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David Aaron

Partner & Market Leader

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Lloyd Abramowitz

Partner & Practice Leader

Larry Adams, AIF®, CPFA

Partner

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Andrew Adams

Senior Associate

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Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

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Karim Ahamed, CFA

Partner

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Chris Akamine

Partner

Mark Andersen, JD

Partner

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Helen Anderson

Principal

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Sean Angelis, CFP®

Principal

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Karen Angrisano

Principal

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Lynne Anicete

Associate

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Christopher Arotin, AIF®, CFP®

Principal

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Nikolai Arutiunov

Senior Associate

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Cheryl Athas

Senior Associate

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Barbara Attardo, AEP®, CFP®

Partner

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Chris Bagileo

Associate

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Ian Bai, CFP®

Principal

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Samuel Bain, Jr.

Partner & Market Leader

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Aleem Baksh

Senior Associate

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Julie Banda

Senior Associate

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Amy Banker, AIF®

Principal

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Chelle Barberena

Principal

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Carrie Barlow

Associate

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Michaela Barnum

Senior Associate

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Tony Basalla

Principal

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John Basford

Partner & Market Leader

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David Beatty, CFP®

Partner & Market Leader

Laurie Belew, CFP®

Partner & Market Leader

Abigail Bell

Associate

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Carol Benz

Partner & Chief People Officer

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Joshua Berdet, CFP®

Principal

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Ryan Berger

Associate

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Jeffrey Blanchard, CFA

Principal

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Andrew Blumenthal, CFP®

Partner

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Debra Boerger, CFP®

Principal

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Alicia Boggio-Hair

Associate

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Doug Bonaquist

Partner

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Marie Del Bove

Principal

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Jen Bowen

Senior Associate

John Bowlin

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Abrielle Bradley

Senior Associate

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Gillian Brand

Associate

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Hugues Le Bras

Principal

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Manny Bratta

Principal

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Amanda Brummel

Principal

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Kevin Buckley, CFP®

Partner

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Erica Bunnell, CFP®

Principal

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Gerard Burke

Senior Associate

Christopher Burrows

Partner

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Jeff Bushman

Senior Associate

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Azaian Cagalingan

Associate

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Erica Cameron, CFP®

Partner

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Matthew Canner

Partner

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Diana Cantor

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Dawn M. Carpenter

Associate

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Vonny Carrington

Partner

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Mark Castell, CPA

Partner

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Lynda Castellano

Partner

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Ricardo Castro

Senior Associate

Onari Tariah, CFP®

Principal

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Eric Chang, CFA

Principal

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Yanming Chen

Associate

Paul Chmielewski

Partner

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Whitney Clark

Senior Associate

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Jake Clemens, CFA, CFP®

Principal

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Miryam Cohen

Senior Associate

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Tom Cohn, CFA

Partner & Deputy Chief Investment Officer

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John Cook

Principal & Director of Human Resources

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JD Costello

Associate

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Meghan Cottrell

Associate

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Faith Counio, CFP®

Principal

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Ralph Coutant, CFA, CMT

Principal

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Nataliya Crouse

Senior Associate

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Kimberly Crowley

Partner

Brendan Cunningham

Associate

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William T. Curran, CIMA®

Partner

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Chris Curtis

Partner & Chief Financial Officer

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Paul D’Elia, CFP®

Partner

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

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Elizabeth Dawson, CFA, CFP®

Principal

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Brett Dearing

Partner

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Elizabeth Delude, CFA

Principal

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Joel DeMaria, CFP®

Partner

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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

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Joseph DiGregorio

Associate

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Michael Disharoon, CFA

Partner

Cheryl Donaldson

Principal

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Kevin Dorwin

Partner & Market Leader

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Mimi Drake

Partner & Market Leader

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Sarah Dudack

Associate

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Justin DuMouchelle, CFA, CFP®

Partner

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Pierre duPont

Partner

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Kimberly Duran

Associate

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Jennifer Ellison, CFA

Partner

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Megan Endersby

Senior Associate

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Cecilia Fajardo

Principal

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Jessica Farrell

Partner

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Kimberly Fields

Senior Associate

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Kellye Fields

Associate

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Scott Finn

Senior Associate

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Patrick Fischbach

Principal

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Andrew Fisher, CFA, CPA

Partner

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Jessica Foley

Principal

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Kent Forkner

Partner

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Candice Frank

Senior Associate

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Kathy Freed, CFP®

Principal

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Shadrack Frempong

Senior Associate

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Virginia Frisch

Associate

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Doug Garrison, CFP®

Partner

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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Stephanie Gervacio

Associate

Garrett Gillett

Senior Associate

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David Gimpel

Principal

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Matt Gnabasik

Partner

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Richard Golinski, CFA

Partner

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Caroline Good

Associate

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John Goott, AIF®, CFP®

Partner

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Daniel Goott, CFP®, CIMA®

Partner

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Judith Gordon

Principal

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Dajion Grant

Senior Associate

Alexis Grason, CFP®

Principal

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Shelia Gray

Principal

Cameron Grimm

Associate

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Alexander Gross, AEP®, CFP®, CPA/PFS

Partner

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Theresa Guinto

Associate

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Hunter Haley, CFP®, CPA

Principal

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Michael Harano

Principal

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Jill Hardesty

Associate

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Rick Harris

Principal

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Lissa Harris

Principal

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Susan Hartley-Moss, CTFA

Partner

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Erica Hartog, CPA

Partner

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Matthew Heath, CFP®

Principal

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Andrew Helfont, CFA

Partner

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Elizabeth Hicks

Senior Associate

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Rachel Highbarger

Senior Associate

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Rebecca Hilchey

Associate

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Kevin Hilden

Partner & Chief Operating Officer

Ann Marie Hindley

Associate

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Masha Hodi

Partner & Chief Experience Officer

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Caren Holzhauer

Associate

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Reggie Hopton

Associate

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William Horner

Principal

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George Hubbard

Partner

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Connor Hufer

Associate

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Michèle Hurley

Principal

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John Hyman, CIMA®

Partner

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James Izard II, CFP®

Partner

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Jack H. Scaff III

Partner

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Henry “Sandy” Harris III, CFA

Partner

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Rhonda Inskeep

Associate

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Stephen Janachowski

Partner

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William Jasien

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Alex Jimenez

Partner

Linda Jin

Principal

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Kathryn Jodon

Principal

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Will Johnson

Principal

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Blake Johnson, CFP®

Principal

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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André De Jong, FPQP

Associate

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Wickliffe Lyne, Jr.

Principal

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David Jumper, CFA

Partner

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Evan Kaplan, CFA, CFP®

Principal

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Tom Karsten

Partner & Market Leader

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Robert Katz, CFP®

Partner

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Carl Kaufman

Associate

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Mickey Keating, CFP®

Senior Associate

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Kathryn Kennedy, CPA, JD

Partner

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Hannah Kim

Senior Associate

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Kate Kittinger, AEP®

Principal

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Ekaterina Klimentova, CDFA®, CPA

Partner

Jeffrey Knight

Associate

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Jessica Kobaly

Senior Associate

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Allen Kozel, CFP®

Principal

Kati Krause

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Geoffrey Kuli, CFA

Partner

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Steve Kurosko, CSRIC®

Partner & Market Leader

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Patrick Labriola

Principal

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Jeffrey Lancaster, CFP®

Partner

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Adam B. Landau, CAIA

Partner

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Rebecca LaPlant

Senior Associate

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Gerry Larr

Partner

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Greg Larson, CSRIC®

Senior Associate

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Jillian Laughlin

Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Christine Lee, CFP®

Principal

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Rita Lee, CDFA®, CGMA®, CPA, PFS

Partner

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Brian Lee

Associate

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John Lee, CFP®

Senior Associate

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Cameron Lehrmann, CPA

Principal

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Ryan P. Leitch

Associate

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Thomas Leppert

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Edward Liberman

Principal

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Amy Lin

Senior Associate

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Andy Lin

Associate

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Winky Liu

Principal

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Ben Lomazow

Principal

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Richard Long, CFA

Principal

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Stefan Ludlow

Principal & Director of Technology

Christina Lum

Associate

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Anne Lyons

Associate

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Lyle Maasdorp, CFP®

Principal

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Steve Malbasa

Partner

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Julia Malin

Associate

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Jacqualyn Malloy

Senior Associate

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Jessica Marshall

Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Peter Martin, CPA

Partner

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Jacqueline Martin

Associate

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Joseph Matus, CFA

Senior Associate

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Ray McCarthy, CPA

Principal

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Doug McCrea

Partner

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Matt McGinn

Principal

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Paul McGloin

Partner

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Timothy McNally, CIMA®, CPA

Principal

Kelly McNerney, CFP®

Principal

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Charles McRae, CEPA®, CFP®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

Associate

Jessica Mendoza

Senior Associate

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Patricia Mercer

Associate

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Donna Metrou

Principal

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Cooper Miller

Associate

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Eric Minnick

Principal

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Kurt Miscinski

Partner, President & CEO

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Ana Mojica

Senior Associate

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Janie Monroe, CFP®

Principal

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Christine Monyak

Associate

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Sean Moore

Partner

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Panzie Morris

Senior Associate

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Jonathan Morris

Principal

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Owen Morrow

Associate

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Constantine Mulligan, CFA

Partner

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFA, CFP®

Partner

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Elizabeth Musarra, CPA, PFS

Partner

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Lindsey Nadel

Partner

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Robert Nardelli

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Douglas Nardi, CFA

Partner

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Matt Nardi

Associate

Alan Ness, AIF®, CFP®

Partner

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Lesa Newell

Senior Associate

Shelley Newham

Principal

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David Newson

Partner & Chief Marketing Officer

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Steve Nielander, CFA

Partner

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Reed Nothwang, CFP®

Principal

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JoAnne O’Connell

Principal

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Emily O’Connor

Principal

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Claire O’Keefe

Partner & Head of Corporate Development

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Resmena O’Meally, CPA

Partner

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Brooklyn Ogburn

Associate

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Stephen Oliver, CFA, CFP®

Partner

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Matt Olver, AEP®, CFP®

Partner

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Sarah Gregg Orum

Principal

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Sebastian Ottaplakal

Associate

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Ben Pace

Partner & Chief Investment Officer

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Krissi Paczolt, CPA

Principal

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Jeffrey Paladini, CFP®

Partner

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Aydan Panahova

Associate

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Daniel Parillo

Principal

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Nicholas Pasichuke

Associate

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Cristina Paul, CFP®

Partner

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Yelena Pelimskaya, CFA

Principal

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Andrea Castillo Pena

Associate

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Blake Perkins

Senior Associate

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Brittany Peyser

Principal

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Walker Phillips, CIMA®

Partner

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Bettie Pickett

Associate

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Peg Pike

Partner

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Nina Pilgrim

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Kristen Potter

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

Associate

Hugh Quinn

Associate

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Steven L. Ramirez, CFA, CFP®

Principal

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Gerianne Raymundo

Senior Associate

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Maxine Reid

Associate

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Nancy Renshaw

Principal

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Thomas Richardson, CPA

Partner

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Jack Riehemann, CFA

Senior Associate

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Rhonda Robinett

Principal

Tristan Romo

Principal

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Melanie Ross, CFP®

Principal

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Sawyer Rothmann

Associate

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Spencer Roule

Senior Associate

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Meg Rowley

Partner & Market Leader

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sherman S. Salangad

Senior Associate

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Jorge Salazar, CFP®

Senior Associate

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Jonathan Salvato, CFP®

Principal

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Minnie Yao Sanford, CFP®

Principal

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Isabel Scharmer, CFA

Partner

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Leonard Schlangel, CPA, JD

Partner

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

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Robert Schwagerl, CFTe, CMT

Principal

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Rob Seco

Partner & General Counsel

Matthew Serkes, CFP®

Principal

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Madeline Serpico

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Marshall Serwitz

Partner

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Mary Shahian, CDFA®, CFP®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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Kirsten Shaw

Senior Associate

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LeAnn Shea

Associate

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Gary Silverman, CFA

Partner

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Michelle Simek

Associate

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Marcella Skenderis

Associate

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Carley Skidmore

Senior Associate

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Dee Slavutin, ChFC®

Partner

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Jill Smart

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Chase Smith

Principal

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Robert C. Smith

Partner & Market Leader

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Neal Smith

Principal

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Meghan Smith

Principal

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Javier Solis, CFP®

Partner

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Paul Sommerstad, AIF®, QPFC®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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William Speciale, AEP®, JD

Partner

Judith Spencer

Associate

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Michael Spicer

Associate

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Shelby Stahr, CFP®

Principal

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Ari Stanger, CPA

Principal

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Matt Stazzone

Principal

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Philip Steele, AIF®

Partner

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Caraline Stenslik

Senior Associate

Kyler Stephens

Associate

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Jennifer Stott

Associate

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Martin Sullivan

Team member Image

Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

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Colleen Supran, CFA

Partner

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Larry Sussman, CFA

Partner & Head of Corporate Finance

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Pam Swenson

Senior Associate

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Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

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Ayisha Tahir

Principal

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Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

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Matt Tassell

Associate

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Matthew Taylor

Partner

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Jonathan Taylor, CFA

Partner

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Natalia Tchetchoulina

Partner

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Andres Terronez

Senior Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Christian Thwaites

Partner

Dan Timotic, CFA

Partner

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Patrick Tobin, CFP®

Principal

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Jonatán Toledo

Associate

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Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

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Zack Trygstad

Principal

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Brian Tu

Principal

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Carmen Tu

Senior Associate

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Brandon Tutak

Senior Associate

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Tinetta Tutt

Associate

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Amanda Ulczynski

Senior Associate

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Myles VanderWeele, CFP®

Partner

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Christine Vandrey

Senior Associate

Juan Vasquez

Associate

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Daniel Vignola

Associate

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Steve Walker

Partner

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Thayer Walker

Principal

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Angella Wallace

Associate

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Eric Warbrick, CPA

Principal

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Jennifer Watson, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

Gail Weiss

Senior Associate

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Larry Weissman, CFA

Partner

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Craig Wells

Partner

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Ashley Williams

Senior Associate

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Steve Williams

Partner & Chief Client Officer

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EmJay Williams

Associate

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Katherine Willis, CFA

Partner

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Marissa Wilson

Associate

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Heidi Wilson

Associate

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Matt Wojtowicz, CPA

Principal

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Tracey Wood-Sanford, CPA

Partner

Jon Yankee, CFP®

Partner & Market Leader

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Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

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Dustan Zavatsky

Senior Associate

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Jeff Zych

Partner

Los Altos Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Los Altos office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Los Angeles Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Los Angeles office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

North Bay Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our North Bay office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Orange County Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Orange County office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

San Francisco Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our San Francisco office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Silicon Valley Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Silicon Valley office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Denver Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Denver office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Louisville Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Louisville office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Jacksonville Office

We're comprised of:

  • Financial planners
Our Jacksonville office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Chicago Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Chicago office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Boston Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Boston office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Bloomfield Hills Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Bloomfield Hills office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Madison Avenue Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Madison Avenue office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Midtown Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Midtown office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Cleveland Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Cleveland office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Philadelphia Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Philadelphia office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Fort Worth Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Fort Worth office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Houston Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Houston office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

West Texas Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our West Texas office is located in Midland with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Norfolk Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Norfolk office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Reston Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Reston office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.