Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Brian is an Associate in the Mill Valley office and serves as an operations and systems specialist.
Prior to joining Cerity Partners, Brian was a Trading Associate at Brouwer & Janachowski. He served as a member of the Portfolio Management Group and Financial Operations Team. Brian worked closely with the financial advisors and Client Services to analyze client priorities, set up trades in client portfolios, and confirm the successful execution of all trades.
Amy Banker, AIF®
Principal & Head of Digital Marketing
Marie Del Bove
Ciara C. Colón
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Michael Erskine, CFA
Zoe Kreca, CFP®
Tap N. Le
Danni Lee, PHR®
Principal & Director of Technology
Doug McClean, CISM®
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Andrea Castillo Pena
Andrew N. Riehl, CFA
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Ari Stanger, CPA
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