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
Marie is a Principal based in the San Francisco office. Marie manages client billing, financial reporting, accounts payable, and accounts receivable. She also oversees employee orientation and departure processes as well as the administration of benefits, payroll, and company policies related to employment.
Prior to joining Cerity Partners, Marie served as the Finance & Business Manager at B|O|S where she managed finance, human resources and office administrative functions. Prior to B|O|S, Marie spent four years with Bank of America in the Institutional Trust Department and three years in the Sales Department at Dow Jones Newswires, a financial and business news source for wealth managers and institutional investors.
Amy Banker, AIF®
Principal & Head of Digital Marketing
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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