Client Advisory

Biography

Claudia is an Associate in the Elizabethtown office. In this role, she prepares financial statements and tax returns as well as completes payroll, bookkeeping, and accounts payable tasks.

Prior to joining Cerity Partners, Claudia worked as a Business Services Administrator at ARGI Financial Group. She has 30 years’ experience working in the financial services industry, beginning in banking and then moving into payroll, bookkeeping, and tax preparation.

In her spare time, Claudia loves to travel, play tennis, and camp. She is also very involved in mission work, particularly in South America.

Highlights

  • Mentor at Clarity Solutions, a women’s pregnancy center and health clinic in Elizabethtown, Kentucky
  • Volunteer for jail ministry and the homeless population

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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.