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
Jacqueline is an Associate in the Virginia office.
Prior to joining Cerity Partners, Jacqueline served as a Portfolio Account Analyst at Palladium Partners LLC. She has more than 20 years of experience in the financial industry.
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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