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Client Advisory

Biography

Lily is an Associate in the Louisville office. She is part of the Wealth Management team, where she supports the development and delivery of personalized financial planning strategies designed to help clients reach their long-term goals.

Prior to joining Cerity Partners in Louisville, she was a Wealth Management Intern in the Bowling Green office during her senior year at WKU.

Learn more about my practice.

Education

  • B.S. in Finance, Personal Financial Planning concentration from Western Kentucky University Mahurin Honors College

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.