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.
Principal
Fort Worth
Client Advisory
Chelle is a Principal in the Fort Worth office and supports Tom Karsten, Cerity Partners’ Market Leader for Texas and Colorado. In her role, she facilitates communications between the firm’s high-net-worth clients and advisors in addition to planning and coordinating all client events in Fort Worth, Denver and Boulder.
Chelle began her professional career as the Office Manager for Karsten Advisors, responsible for overseeing the day-to-day functions of the firm and ensuring a superior client experience. Her talent and passion for people enabled her to forge strong relationships with both her colleagues and clients and helped drive the firm’s growth. She was instrumental in creating and implementing the firm’s client experience.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.