Back to All People
Hero Image

Blake Johnson, CFP®

Principal

Chicago

Client Advisory

Biography

Blake is a Principal in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for supporting financial planning, investment management, estate planning and tax services.

Prior to joining Cerity Partners, Blake worked as a corporate financial analyst at Advanced Mechanical Services, Inc., performing market, valuation and forecasting analysis.

Education

  • B.S. in Finance, with Honors, from the University of Illinois at Urbana Champaign

Highlights

  • CERTIFIED FINANCIAL PLANNER™

Meet Our  Client Advisory Colleagues

Team member Image

David Aaron

Partner & Market Leader

Team member Image

Louis P. Abel, CFA, CAIA

Partner

Team member Image

Rozeta Abovian, CTFA

Partner

Team member Image

Lloyd Abramowitz

Partner & Practice Leader

Team member Image

Larry Adams, CPFA, AIF®

Partner

Team member Image

Aimee M. Adler, CFP®

Associate

Team member Image

Samuel Afari-Aikins, CFP®, CKA

Partner

Team member Image

Maria Aguirre

Associate

Team member Image

Karim Ahamed, CFA

Partner

Team member Image

Chris Akamine, CFP®

Partner

Team member Image

Mark Andersen

Partner

Team member Image

Helen Anderson, JD

Principal

Team member Image

Rebecca D. Anderson

Senior Associate

Team member Image

Sean Angelis, CFP®

Principal

Team member Image

Karen Angrisano

Principal

Team member Image

Jessie Angulo

Associate

Team member Image

Lynne Anicete

Associate

Team member Image

Gary Arakawa, CFA, CFP®

Partner

Team member Image

Bill Armistead, CPA

Senior Associate

Team member Image

Christopher Arotin, AIF®, CFP®

Principal

Team member Image

Cheryl Athas

Senior Associate

Team member Image

Barbara Attardo, AEP®, CFP®

Partner

Team member Image

Richard Azarloza, CFA, CFP®

Partner & Market Leader

Team member Image

Shelby Babcock

Principal

Team member Image

Chris Bagileo

Associate

Team member Image

Ian Bai, CFP®

Principal

Team member Image

Samuel Bain, Jr.

Partner & Market Leader

Team member Image

Laurie Beth Baird, CFP®, CPA, JD

Principal

Team member Image

Jordan Bales

Associate

Team member Image

Leslie Ballantine, AIF®, CPFA

Senior Associate

Team member Image

Mary Grace Balrup

Associate

Team member Image

Julie Banda

Senior Associate

Team member Image

Chelle Barberena

Principal

Team member Image

Justin Barley, CFP®

Principal

Team member Image

Carrie Barlow

Associate

Team member Image

Tony Basalla

Principal

Team member Image

John Basford

Partner & Market Leader

Team member Image

David Beatty, CFP®

Partner & Market Leader

Team member Image

Gavin Beauregard

Associate

Team member Image

Steven Beck, CFP®, JD

Principal

Team member Image

Frederic Behrens, CFP®

Partner

Team member Image

Laurie Belew, CFP®

Partner & Market Leader

Team member Image

Abigail Bell

Associate

Team member Image

Joshua Berdet, CFP®

Principal

Team member Image

Jonathan Berrios

Associate

Team member Image

Yasmin Bichara-Jakovljevic

Associate

Team member Image

John F. Blair, CFP®

Partner & Market Leader

Team member Image

Jeffrey Blanchard, CFA

Principal

Vanessa Blue

Associate

Team member Image

Andrew Blumenthal, CFP®

Partner

Team member Image

Kevin Boddy

Associate

Team member Image

Tim Bodmer

Associate

Team member Image

Doug Bonaquist

Partner

Kristie Bonifer

Senior Associate

Jason “J.B.” Brangers, EA

Partner

Team member Image

Hugues Le Bras

Principal

Team member Image

Florence Bray

Senior Associate

Team member Image

Stephanie Broughton, ARPS, CPFA

Principal

Team member Image

Alec Broughton, CFP®, CCFS®, FBS®

Principal

Team member Image

Mark Brown, CPA

Principal

Team member Image

Cameron Brown, CFP®, CTFA

Principal

Team member Image

Amanda Brummel, JD

Principal

Team member Image

Michael Bryan, CPA

Partner

Team member Image

Katie Buchanan

Senior Associate

Team member Image

Kevin Buckley, CFP®

Partner

Team member Image

Brenda Bujanauskaite

Associate

Team member Image

Erica Bunnell, CFP®

Principal

Team member Image

Ryan Burch, CFA

Principal

Team member Image

Craig Burger, CFA

Partner

Team member Image

Matthew Burns

Associate

Team member Image

Christopher Burrows

Partner

Team member Image

Bonnie Burset

Senior Associate

Team member Image

Katie Butler, CPA

Principal

Team member Image

Cheri Butts

Associate

Team member Image

Azaian Cagalingan

Associate

Megan Caldarelli

Associate

Team member Image

Erica Cameron, CFP®

Partner

Team member Image

Matthew Canner

Partner

Team member Image

Jeffrey L. Caples, CFA

Partner

Team member Image

Jessica Carbajal

Associate

Team member Image

Tara Carley

Principal

Team member Image

Dawn M. Carpenter

Associate

Team member Image

Tessa Carr

Associate

Team member Image

Vonny Carrington

Partner

Team member Image

Josh Carroll, AIF®

Principal

Team member Image

Chris Carter, CPA

Partner

Team member Image

Andrea Casas

Associate

Team member Image

Brian Casey

Principal

Team member Image

Mark Castell, CPA

Partner

Team member Image

Ricardo Castro

Senior Associate

Team member Image

Onari Tariah, CFP®

Principal

Team member Image

Eric Chang, CFA

Principal

Becky Whetstone Cheetham

Associate

Team member Image

Cecilia Chen, CFA

Principal

Team member Image

Charlene Chessler, CPA

Senior Associate

Team member Image

Dr. Indu Chhachhi

Principal

Team member Image

Paul Chmielewski

Partner

Team member Image

Hannah Reimer Christopher, CFP®

Principal

Team member Image

Andrew T. Chudy

Partner

Team member Image

Carol Clark

Senior Associate

Team member Image

Jake Clemens, CFA, CFP®

Principal

Team member Image

Jacob Clemons, CPA

Principal

Team member Image

Dena Clifford

Associate

Team member Image

Felicia Cole

Associate

Team member Image

Justin Coletto

Associate

Marie Conner

Associate

Team member Image

Tim Cooper, CPA

Senior Associate

Team member Image

David P. Corcoran

Principal

Team member Image

Kevin Costello

Senior Associate

Team member Image

JD Costello

Associate

Team member Image

Maddie Costlow

Associate

Team member Image

Meghan Cottrell

Associate

Team member Image

Ralph Coutant, CFA, CMT

Principal

Team member Image

Trevin Cox

Associate

Team member Image

Christine M. Craig, CPA

Senior Associate

Team member Image

Jodi Credit

Associate

Team member Image

Jenna Crockett

Associate

Team member Image

Kimberly Crowley

Partner

Team member Image

Brendan Cunningham

Associate

Team member Image

Dan Cupkovic, CFP®

Partner

Team member Image

William T. Curran, CIMA®

Partner

Team member Image

Russ Curry

Associate

Team member Image

Paul D’Elia, CFP®

Partner

Team member Image

Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

Team member Image

Jacey Dakin, CEPA®

Senior Associate

Team member Image

Jeremy Davis, CFP®, CEPA®, CExP™, CHBC

Principal

Team member Image

Christina Davis

Senior Associate

Team member Image

Robert Davis, CAIA, CFA

Partner

Team member Image

Elizabeth Dawson, CFA, CFP®

Principal

Team member Image

Fiona Dean

Associate

Team member Image

Brett Dearing

Partner

Team member Image

Breanna Decker

Associate

Team member Image

Thomas Decker, CFP®

Principal

Team member Image

Amanda Dekki, JD

Partner

Team member Image

Elizabeth Delude, CFA

Principal

Team member Image

Joel DeMaria, CFP®

Partner

Team member Image

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

Partner

Team member Image

Michael Disharoon, CFA

Partner

Team member Image

Blake Ditto, CPA

Senior Associate

Cheryl Donaldson

Principal

Team member Image

Neal Donhoff, CFP®

Principal

Team member Image

Kevin Dorwin

Partner & Market Leader

Team member Image

Katrin Doyle

Principal

Team member Image

Mimi Drake

Partner & Market Leader

Team member Image

Julio V. Driggs, JD, CFP®

Principal

Team member Image

Sarah Dudack

Associate

Team member Image

Ethan Duffy

Associate

Team member Image

Justin DuMouchelle, CFA, CFP®

Partner

Team member Image

Angie Duncan, CPA

Partner

Team member Image

Pierre duPont

Partner

Team member Image

Trina Durbin

Associate

Team member Image

Sarah Durham

Senior Associate

Team member Image

Rebecca Dutka, CFA

Partner

Team member Image

Clint Eakles, CFP®

Principal

Team member Image

Anne Elliott

Senior Associate

Team member Image

Jennifer Ellison, CFA

Partner

Team member Image

Kelly Emerine

Senior Associate

Team member Image

Megan Endersby

Senior Associate

Team member Image

April Essex, CPA

Senior Associate

Team member Image

Ryan Eversole, CFP®

Principal

Team member Image

Alex L. Faber, CFA, CFP®

Principal

Team member Image

Adrian R. Fadrhonc

Partner

Team member Image

Cecilia Fajardo

Principal

Team member Image

Jessica Farrell, CFA

Partner

Team member Image

Stephenie Farrow

Associate

Team member Image

Eldar Feyzulov

Senior Associate

Team member Image

Kimberly Fields

Senior Associate

Team member Image

Kellye Fields

Associate

Team member Image

Patrick Fischbach

Principal

Team member Image

Michael B. Fischer, CFP®

Principal

Team member Image

Andrew Fisher, CFA, CPA

Partner

Team member Image

Stacy L. Fisher

Senior Associate

Team member Image

Steve Florance, CFA

Principal

Team member Image

Victoria Flores-Manrique, CTFA

Senior Associate

Team member Image

Jessica Foley

Principal

Team member Image

Mariella Foley, CFP®, ADPA®, CDFA®

Partner

Team member Image

Justine Fonseca, CFP®

Principal

Team member Image

Kent Forkner

Partner

Team member Image

Candice Frank

Senior Associate

Team member Image

Kathy Freed, CFP®

Principal

Team member Image

Tina Freeman

Senior Associate

Team member Image

Richard B. Freeman, CFP®

Principal

Team member Image

Shadrack Frempong

Senior Associate

Team member Image

Phillip French

Associate

Team member Image

Virginia Frisch

Associate

Team member Image

Brad Fry, CFA

Principal

Team member Image

Alison J. Gamble

Partner

Team member Image

Sam Garcia, CFP®

Principal

Team member Image

John Garris

Senior Associate

Team member Image

Doug Garrison, CFP®

Partner

Team member Image

James P. Gauthier, CFA

Partner

Team member Image

Jonah Gelhaus

Associate

Team member Image

Courtney Gentry

Associate

Team member Image

Stephanie Gervacio

Associate

Team member Image

Justin M. Giacona, CPA

Associate

Team member Image

Steven J. Giacona, CPA

Partner & Market Leader

Team member Image

Bethany Gibson

Senior Associate

Team member Image

Thomas Giddings

Partner

Team member Image

David Gifford

Partner

Team member Image

Garrett Gillett

Senior Associate

Team member Image

Jeffrey Glassman

Partner

Tamara Golde, CFP®

Senior Associate

Team member Image

Richard Golinski, CFA

Partner

Team member Image

Caroline Good

Associate

Team member Image

Bridget Goodbody, CFP®

Senior Associate

Team member Image

Lauren G. Gooding, CTFA

Principal

Team member Image

Kathy Goodman

Senior Associate

Team member Image

John Goott, AIF®, CFP®

Partner

Team member Image

Daniel Goott, CFP®, CIMA®

Partner & Market Leader

Team member Image

Judith Gordon

Principal

Team member Image

Jeff Graf, CPFA

Principal

Team member Image

Dajion Grant

Senior Associate

Team member Image

Kim Graven

Associate

Colin Gray, CFP®

Partner

Team member Image

Shelia Gray

Principal

Team member Image

Carrie A. Grey, CPA, CVA®

Principal

Team member Image

Cameron Grimm

Associate

Team member Image

Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

Team member Image

Todd Gruenig, CFP®

Principal

Team member Image

Ashley J. Guerra

Partner

Team member Image

JG Guidera

Principal

Team member Image

Theresa Guinto

Associate

Team member Image

Jake Gurock, CFP®

Senior Associate

Team member Image

Colby Hackerman, CFA, CPA

Partner

Team member Image

Hunter Haley, CFP®, CPA

Principal

Team member Image

Shane Hall, CFP®, CAIA, CPWA®

Principal

Team member Image

Jill Hardesty

Associate

Team member Image

Ben Hardin, CFP®

Principal

Team member Image

Adam C. Hardy, CFP®

Senior Associate

Team member Image

Amanda Harris

Senior Associate

Team member Image

Kayleigh Harris

Associate

Team member Image

Rick Harris

Principal

Team member Image

Lissa Harris

Principal

Team member Image

Susan Hartley-Moss, CTFA, TEP

Partner

Team member Image

Erica Hartog, CPA

Partner

Team member Image

Matt Hay

Associate

Team member Image

Gregory G. Heard

Partner

Team member Image

Matthew Heath, CFP®

Principal

Team member Image

Andrew Helfont, CFA

Partner

Team member Image

Ashley P. Hembree, CFP®

Principal

Team member Image

Josh Herman

Senior Associate

Team member Image

Delia Hernandez

Principal

Team member Image

Emily L. Herring, CPA

Principal

Team member Image

Elizabeth Hicks

Senior Associate

Team member Image

Rebecca Hilchey

Associate

Team member Image

Jason Hill, CEPA®, CPA

Principal

Team member Image

Ann Marie Hindley

Associate

Team member Image

Caroline Hirt

Associate

Team member Image

Andrew Hoercher

Principal

Team member Image

Caren Holzhauer

Associate

Team member Image

Katelynn Hopper

Associate

Team member Image

Adam Hornek, CFP®

Partner

Team member Image

Ben Hout

Senior Associate

Team member Image

Lyman Howard, CFA, CFP®

Partner

Team member Image

George Hubbard

Partner & Director of Private Direct Investments

Team member Image

Jenny Huelsman, CFP®, CSA®

Principal

Team member Image

Connor Hufer

Associate

Team member Image

Karen D. Hunley

Associate

Team member Image

Bruce A. Hyde, CPA

Partner

Team member Image

John Hyman, CIMA®

Partner & Director of Investment Management

Team member Image

Ally Hyrcza

Associate

Team member Image

James Izard II, CFP®

Partner

Team member Image

Jack H. Scaff III

Partner

Team member Image

Frederick A. Allner, III

Partner

Team member Image

Henry “Sandy” Harris III, CFA

Partner

Team member Image

Rhonda Inskeep

Associate

Team member Image

Nick Jackson, CFP®, AIF®, JD, QPFC®

Principal

Team member Image

Darcy James

Associate

Team member Image

Chris Jameson, CRPC®

Partner

Team member Image

Shannon Jenkins, CEPA®, CFP®, CPA

Partner

Team member Image

Tyler Jenkins, CPA

Senior Associate

Team member Image

Alex Jimenez

Partner

Team member Image

Kathryn Jodon

Principal

Team member Image

Peter A. Johnson

Partner

Team member Image

Joshua Johnson

Associate

Team member Image

Brenda M. Johnson, CPA

Senior Associate

Team member Image

Anne Johnston, CFP®

Partner

Team member Image

Nicole Joko

Principal

Team member Image

Thomas (TJ) F. Jones

Partner

Team member Image

Thomas S. Jones

Partner

Team member Image

Austin Jones, CFP®

Principal

Team member Image

André De Jong, FPQP

Associate

Team member Image

Wesley Jorette

Associate

Team member Image

Wickliffe Lyne, Jr.

Principal

Team member Image

David Jumper, CFA

Partner

Team member Image

Evan Kaplan, CFP®, CFA

Principal

Team member Image

Tom Karsten

Partner & Market Leader

Team member Image

Alexey Kassabov, CPA

Associate

Team member Image

Carl Kaufman

Associate

Team member Image

Mickey Keating, CFP®

Senior Associate

Team member Image

Mikel S. Keifer, CFA

Partner

Team member Image

Raymond Keith, CPFA

Associate

Team member Image

Kathryn Kennedy, CFP®, CPA, JD

Partner

Team member Image

Hannah Kim

Principal

Team member Image

Dustin Kindervater

Senior Associate

Team member Image

Rashad King

Associate

Team member Image

Becky Kingery, ARPS

Senior Associate

Team member Image

Scott Kisselbaugh, CPA

Principal

Team member Image

Kate Kittinger, AEP®

Principal

Team member Image

Ekaterina Klimentova, CPA, CDFA®

Partner

Team member Image

Stephen Klingler, CFP®

Principal

Team member Image

Jeffrey Knight

Associate

Team member Image

Jessica Kobaly

Senior Associate

Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

Team member Image

Caroline Koenig

Associate

Team member Image

Allen Kozel, CFP®

Principal

Team member Image

Steven L. Kramer, CFP®

Partner

Team member Image

Kati Krause

Principal

Team member Image

Geoffrey Kuli, CFA

Partner

Team member Image

Steve Kurosko, CSRIC®

Partner & Market Leader

Team member Image

Kyle Kursim, CFP®

Partner

Eunmi Kwon, CPA, CFP®

Principal

Team member Image

Patrick Labriola

Principal

Team member Image

Jeffrey Lancaster, CFP®

Partner

Team member Image

Adam B. Landau, CAIA

Partner & Market Leader

Team member Image

Amy Lange, CFA, CFP®

Partner

Team member Image

Gerry Larr

Partner

Team member Image

Greg Larson, CSRIC®

Senior Associate

Team member Image

Kristen LaSasso

Senior Associate

Team member Image

Dawn M. Lasek

Associate

Team member Image

James Lebenthal, CFA

Partner & Chief Equity Strategist

Team member Image

Christine Lee, CFP®

Principal

Team member Image

Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

Team member Image

Caleb Lee

Senior Associate

Team member Image

Cameron Lehrmann, CPA

Principal

Team member Image

Yola Lerch

Senior Associate

Team member Image

Boone Lewis

Associate

Team member Image

Edward Liberman

Principal

Team member Image

Andy Lin

Associate

Team member Image

Austin Little, CFP®

Principal

Team member Image

Robin Littlejohn

Associate

Team member Image

Ray Llewellyn, CFA, CFP®

Principal

Team member Image

Philip Logsdon

Principal

Team member Image

Marsha K. Logsdon

Associate

Team member Image

Richard Long, CFA

Principal

Christina Lum

Associate

Team member Image

Phong Luu, CFA

Principal

Team member Image

Anne Lyons

Associate

Team member Image

Lyle Maasdorp, CFP®

Principal

Team member Image

Andy Machenheimer

Principal

Team member Image

Jory Makin

Senior Associate

Team member Image

Steve Malbasa

Partner

Team member Image

Julia Malin, CFP®

Senior Associate

Team member Image

Jacqualyn Malloy

Senior Associate

Team member Image

Kelly Mangum

Senior Associate

Team member Image

Lindsay Marcus

Associate

Team member Image

Jessica Marshall, FPQP

Senior Associate

Team member Image

Samuel Martin, AIF®, CRPS®

Principal

Team member Image

Peter Martin, CPA

Partner

Team member Image

Susan Matlow, JD, CFP®

Partner

Team member Image

Tricia Mattingly

Associate

Team member Image

Brian Mattingly, CFA

Principal

Team member Image

Joseph Matus, CFA

Senior Associate

Team member Image

Demi Maya

Associate

Team member Image

Vince Mazzone, JD, EA

Principal

Team member Image

Ray McCarthy, CPA

Principal

Team member Image

Michael McCarville, JD

Partner

Team member Image

Alex McClure

Associate

Team member Image

Doug McCrea

Partner

Team member Image

Chuck McCurdy, CFA

Principal

Team member Image

Morgan McDowell

Senior Associate

Team member Image

Paul McGloin

Partner

Team member Image

Matt McGrew, JD

Principal

Team member Image

Patrick McGuire, CPA

Senior Associate

Team member Image

Timothy McNally, CPA, CIMA®

Principal

Team member Image

Kelly McNerney, CFP®

Principal

Team member Image

Charles McRae, CFP®, CEPA®

Principal

Sarah Meiser

Senior Associate

Team member Image

Ruby Mendoza

Associate

Team member Image

Patricia Mercer

Associate

Team member Image

Donna Metrou

Principal

Team member Image

Abby Miles

Associate

Team member Image

Karl O. Mills, CFA

Partner

Team member Image

Eric Minnick

Principal

Team member Image

Kristen Mitchel

Associate

Team member Image

Olive W. Mitchell, CFP®

Principal

Team member Image

Greg Mitseas

Senior Associate

Team member Image

Christine Monyak

Associate

Team member Image

Sean Moore

Partner

Team member Image

Paul Moretti, CEPA®

Principal

Team member Image

Darin A. Morgan, CFA, CFP®

Principal

Team member Image

Jonathan Morris

Principal

Team member Image

Owen Morrow

Senior Associate

Team member Image

Constantine Mulligan, CFA

Partner

Team member Image

Melanie Murphy, CPA

Senior Associate

Team member Image

Patrick Murray, CFP®, CFA

Partner

Team member Image

Elizabeth Musarra, CPA, PFS

Partner

Team member Image

Lindsey Nadel

Partner

Team member Image

Craig Nance, CPA

Principal

Team member Image

Douglas Nardi, CFA

Partner

Team member Image

Matt Nardi

Senior Associate

Team member Image

Tabitha Negron

Associate

Team member Image

Brad Nenni

Associate

Team member Image

Alan Ness, CFP®, AIF®

Partner

Team member Image

Seth Newby, CFP®

Senior Associate

Team member Image

Lesa Newell

Senior Associate

Team member Image

Steve Nielander, CFA

Partner

Team member Image

Eda Niño

Associate

Team member Image

Chase Norcini, CFA

Senior Associate

Team member Image

Joshua Norman, JD

Senior Associate

Team member Image

Reed Nothwang, CFP®

Principal

Team member Image

Savanna Nunn

Associate

Team member Image

Jenna O’Brien

Associate

Team member Image

JoAnne O’Connell

Principal

Team member Image

Emily O’Connor

Principal

Team member Image

Resmena O’Meally, CPA

Partner

Team member Image

Rebecca Occhiline

Associate

Team member Image

Melissa Oduaran

Associate

Team member Image

Brooklyn Ogburn

Associate

Team member Image

Stephen Oliver, CFP®, CFA

Partner

Team member Image

Matt Olver, CFP®, AEP®

Partner

Team member Image

Sarah Gregg Orum

Principal

Team member Image

Jeffrey Paladini, CFP®

Partner

Team member Image

Carlie Palmer

Principal

Team member Image

Kellie Panter

Senior Associate

Team member Image

Crystal Papachristou

Associate

Team member Image

Daniel Park, CFP®

Partner

Team member Image

Ty Parrish, CIMA®

Partner & Practice Leader

Team member Image

Luke Parrish

Associate

Team member Image

Nicholas Pasichuke

Associate

Team member Image

Cristina Paul, CFP®

Partner

Team member Image

Jackson Pawley, CPA

Associate

Team member Image

Zack Payne

Associate

Team member Image

Yelena Pelimskaya, CFA

Principal

Team member Image

Maria Pereyra

Associate

Team member Image

Natalie Perez

Associate

Team member Image

Blake Perkins

Senior Associate

Team member Image

Lizzie Perkins

Associate

Linda Pesa

Associate

Team member Image

Jeffrey J. Peters

Senior Associate

Team member Image

Nicholas N. Petrelli, CFP®

Partner

Team member Image

Katie Pfeifer, CFP®

Partner

Team member Image

Richie Phares

Principal

Team member Image

Carman Phillips

Associate

Team member Image

Walker Phillips, CFP®, CIMA®

Partner

Team member Image

Scott R. Phillips

Partner

Team member Image

Bettie Pickett

Associate

Team member Image

Kinga Pietrzycki

Associate

Team member Image

Nina Pilgrim

Senior Associate

Team member Image

Erin Piscitelli, CFP®

Senior Associate

Team member Image

Chris Pleshek, CPA

Senior Associate

Brady Polk, CFP®, CTFA

Senior Associate

Team member Image

Quinn Portfolio, CFP®

Principal

Team member Image

Matthew Powell

Senior Associate

Team member Image

Jacqueline Price

Associate

Team member Image

Mark Priebe, CPFA

Senior Associate

Team member Image

Hugh Quinn

Associate

Team member Image

Luke Ramey, CFP®

Senior Associate

Team member Image

Steven L. Ramirez, CFP®, CFA

Principal

Team member Image

Gerianne Raymundo

Principal

Team member Image

Elyse Redwine

Associate

Team member Image

Ally Reeves, CFP®

Senior Associate

Team member Image

Jill Reiter

Principal

Team member Image

Thomas Richardson, CPA

Partner

Team member Image

Will Richardson

Senior Associate

Team member Image

Timothy Ringelstein, CFA

Principal

Team member Image

Jeremy Robbins, CFP®, CPA

Principal

Team member Image

Kelly Robertson

Associate

Team member Image

Rhonda Robinett

Principal

Team member Image

Marianne S. Rodriguez, CFP®

Principal

Team member Image

Eduardo Noa Rodriguez

Associate

Team member Image

Derek Rogers

Associate

Team member Image

Tristan Romo

Principal

Team member Image

Keisha Rose

Senior Associate

Team member Image

Anthony Rosetti, CFA, CFP®

Principal

Team member Image

Melanie Ross, CFP®

Principal

Team member Image

Spencer Roule

Principal

Team member Image

Meg Rowley

Partner & Market Leader

Team member Image

Steve Roy

Senior Associate

Team member Image

Veronica Rubio, CFP®

Partner

Team member Image

Alexandera (Alex) Rudish

Senior Associate

Team member Image

Jeff Rup

Senior Associate

Team member Image

Salvatore Russo

Partner

Team member Image

Devon Ruttenberg

Partner

Team member Image

Sherrell Sabree

Associate

Team member Image

Alex Saikali

Associate

Team member Image

Sherman S. Salangad

Senior Associate

Team member Image

Jorge Salazar, CFP®

Principal

Team member Image

Jonathan Salvato, CFP®

Principal

Team member Image

Marc Sanborn

Principal

Team member Image

Minnie Yao Sanford, CFP®

Principal

Team member Image

Steven P. Saunders, CAIA, CFA

Principal

Team member Image

Becky Scaletta

Associate

Emma Schall

Associate

Team member Image

Isabel Scharmer, CFA

Partner

Team member Image

Leonard Schlangel, CPA, JD

Partner

Team member Image

Theodore D. Schneider, CFA

Principal

Team member Image

John Schnur

Associate

Team member Image

Steve Schoneman, CFA

Partner

Team member Image

Matthew Schonsheck

Senior Associate

Team member Image

Aram Schotts, CFP®, CRPS®

Principal

Team member Image

Austin Schreck, CFP®

Principal

Abby Scott

Associate

Team member Image

Matthew Serkes, CFP®

Principal

Team member Image

Marshall Serwitz

Partner

Team member Image

Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

Team member Image

Deborah Shaug

Principal

Team member Image

LeAnn Shea

Associate

Team member Image

Nick Sheeley

Associate

Team member Image

Timothy Sheridon

Senior Associate

Team member Image

Charmaine Sherlock

Senior Associate

Andrew Shestek

Associate

Team member Image

Bob Shier, JD

Partner

William Shier

Associate

Team member Image

Lindsey Shimin, ARPS

Senior Associate

Team member Image

Samuel Short

Associate

Team member Image

Claudia Showers

Associate

Team member Image

Bryan Silveira

Senior Associate

Team member Image

Gary Silverman, CFA

Partner

Team member Image

AJ Simoncelli

Senior Associate

Team member Image

Morgan Simpson

Senior Associate

Team member Image

Jason Simpson, CFP®

Principal

Team member Image

Christina Simpson

Associate

Payton Sims

Associate

Emily Sims

Associate

Team member Image

Marcella Skenderis

Associate

Team member Image

Dee Slavutin, ChFC®

Partner

Team member Image

T.C. Smith

Associate

Team member Image

Lyric Smith

Senior Associate

Team member Image

Marie C. Smith, CFP®

Senior Associate

Team member Image

Robert C. Smith

Partner & Market Leader

Team member Image

Neal Smith

Principal

Team member Image

Meghan Smith

Principal

Team member Image

Grant L. Smith

Associate

Team member Image

Ellie Snyder, CFP®

Senior Associate

Team member Image

Mona Soliman

Senior Associate

Team member Image

Javier Solis, CFP®

Partner

Team member Image

Robert J. Sollazzo, CFA

Senior Associate

Team member Image

Paul Sommerstad, AIF®, QPFC®

Partner

Team member Image

Michelle Soto, CDFA®, CFP®

Partner

Team member Image

Robert L. Souza, CFA

Principal

Team member Image

William Speciale, AEP®, JD

Partner

Will Spence, CFA

Principal

Team member Image

Judith Spencer

Associate

Team member Image

Angel Spillers

Associate

Team member Image

Shelby Stahr, CFP®

Principal

Team member Image

Marisa Stancroff

Associate

Team member Image

John Stanovich, CFP®

Principal

Team member Image

Thomas Stasel, CPA

Senior Associate

Team member Image

Philip Steele, AIF®

Partner

Team member Image

Katie Stenger

Associate

Team member Image

Kyler Stephens, CFP®

Associate

Team member Image

Elizabeth W. Stone

Principal

Team member Image

Jennifer Stott

Associate

Team member Image

Alanson Stumler

Associate

Marisela Suarez

Associate

Team member Image

Robert J. Sullivan, CFP®

Partner

Team member Image

Alketa Sundquist

Senior Associate

Team member Image

Colleen Supran, CFA

Partner

Team member Image

Amy Suri

Associate

Joe Surrell

Associate

Team member Image

Howard Sussman, CFP®, JD

Principal

Team member Image

Bonnie Suveerachaimontian, ChFC®

Principal

Team member Image

Scott Swanson, CFA

Partner

Team member Image

Brendan P. Sweeney, CFA

Partner

Team member Image

Pam Swenson

Senior Associate

Team member Image

Dawson Swindler

Associate

Gabrielle Swint

Associate

Team member Image

Michael Syer, CFP®

Principal

Team member Image

Claudia Sykora, CPA

Principal

Team member Image

Bryn Taday

Principal

Team member Image

Ayisha Tahir, JD

Principal

Team member Image

Sue Takano

Associate

Team member Image

Emily Taken-Vertz, CFP®

Principal

Team member Image

Jacob Talley

Senior Associate

Team member Image

Matthew Taylor

Partner

Team member Image

Jonathan Taylor, CFA

Partner

Team member Image

Natalia Tchetchoulina

Partner

Team member Image

Shaadi Tehran

Associate

Team member Image

Andres Terronez

Senior Associate

Logan Thomas

Associate

Team member Image

Eric Thompson, CFP®

Principal

Kendra Thornburg

Senior Associate

Team member Image

Christian Thwaites

Partner

Team member Image

Joe Tichenor, CFP®

Partner

Dan Timotic, CFA

Partner

Team member Image

Rob Tittle, CFP®, CPWA®

Senior Associate

Team member Image

Megan Tivitt, CPA

Senior Associate

Team member Image

Philip Tivitt

Associate

Team member Image

Patrick Tobin, CFP®

Principal

Team member Image

Jonatán Toledo

Associate

Team member Image

Scott Toomasson, FPQP

Principal

Team member Image

Justin Topping, CFA

Partner

Team member Image

Eric Towell, CFP®

Principal

Team member Image

William Tricarico

Associate

Team member Image

Jim Trujillo, CFP®

Principal

Team member Image

Brian Tu

Principal

Team member Image

Leslie Tudor

Associate

Team member Image

Christopher Turso, CFP®

Senior Associate

Team member Image

Brandon Tutak

Principal

Team member Image

Tinetta Tutt

Associate

Team member Image

Mirza Ugarak

Associate

Team member Image

Amanda Ulczynski

Senior Associate

Team member Image

Andrew Utley, CFA

Senior Associate

Team member Image

Tara D. Vagnone, CFP®

Principal

Karina Valles

Associate

Team member Image

Myles VanderWeele, CFP®

Partner

Team member Image

Christine Vandrey

Senior Associate

Team member Image

Juan Vasquez

Associate

Team member Image

Tania Vasquez

Principal

Team member Image

Cynthia Venturelli, FPQP

Principal

Team member Image

Andrew Verdeyen, CFP®

Principal

Team member Image

Peter L. Viehl, CFA

Partner

Team member Image

Daniel Vignola

Associate

Team member Image

Carol Vowels

Associate

Linda Wagner

Principal

Team member Image

Mike Waldridge, ChFC®

Partner

Team member Image

Steve Walker

Partner

Team member Image

Thayer Walker

Principal

Team member Image

Todd Walklett, CFA, CFP®

Partner

Team member Image

Angella Wallace

Associate

Team member Image

Dawn Walters

Associate

Team member Image

Eric Warbrick, CPA

Principal

Team member Image

Jacob Ward, CFP®, CPA

Senior Associate

Team member Image

Jason Waters, CFP®

Partner

Team member Image

Matt Watkins, CPWA®

Partner

Team member Image

Jennifer Watson, CPA

Principal

Team member Image

Laura Watts

Associate

Team member Image

Aaron Waxman, CFP®, CPA

Partner

Team member Image

Maria Weis

Associate

Gail Weiss

Senior Associate

Team member Image

Jamie S. Weissman, AIFA®, CPFA

Principal

Team member Image

Larry Weissman, CFA

Partner

Team member Image

Craig Wells

Partner

Team member Image

Colin Wheeler, CFP®

Partner

Team member Image

Emily Wilkins

Associate

Team member Image

Kim Wilkinson

Partner

Team member Image

EmJay Williams

Associate

Team member Image

Katherine Willis, CFA

Partner

Team member Image

Matt Wojtowicz, CPA

Principal

Team member Image

Susan Wolf

Partner

Team member Image

Tracey Wood-Sanford, CPA

Partner

Team member Image

Zach Woodward, CFP®, AWMA®

Principal

Team member Image

Brian S. Woosley, CPA

Senior Associate

Charles Wright

Associate

Team member Image

Morgan Wyatt

Senior Associate

Team member Image

Jon Yankee, CFP®

Partner & Market Leader

Team member Image

Amanda E. Yearns

Associate

Team member Image

Peter Yoon, CFA

Principal

Team member Image

Brendan Yospa

Associate

Team member Image

Dustan Zavatsky

Senior Associate

Felix Zavisubin

Associate

Team member Image

AJ Zimmerman

Associate

Team member Image

Joe Zurschmiede, CFP®, JD

Senior Associate

Team member Image

Jeff Zych

Partner

Get Cerity Partners Insights in Your Inbox

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.