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 and Corporate Services
Michael is a Principal in the Fort Worth office. His responsibilities include the day-to-day operations of the investment arm of the firm, running the quarterly billing process and the day-to-day trading as well as any overall rebalancing of client portfolios.
Michael has been in the financial services industry for over 25 years. Prior to joining Cerity Partners, he was the Operations Manager for Karsten Advisors. Michael also spent 20 years with H.D. Vest Financial Services, serving in various roles in the Licensing, Compliance, Operations, Customer Service and Managed Products departments. While in the Managed Products department, he managed the quarterly billing and reports process for the 2,000 advisors around the country and spent his last 3 years working on the data conversions for the brokerage side of the Wells Fargo/Wachovia merger.
Andrew Adams
Senior Associate
Nikolai Arutiunov
Aleem Baksh
Amy Banker, AIF®
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Associate
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Lynda Castellano
Partner
Yanming Chen
Whitney Clark
Miryam Cohen
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Liza EsselSagoe
Ini Etuk
Stuart Evans
Principal & Chief Compliance Officer
Scott Finn
Mitch Gelkopf
Nick Gerber
David Gimpel
Erika Gunbeyi
Brad Gutzler
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Brian Lee
Amy Lin
Winky Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Matt McGinn
Jessica Mendoza
Ana Mojica
Shelley Newham
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Sawyer Rothmann
Jeanette Ruvalcaba
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Kirsten Shaw
Michelle Simek
Carley Skidmore
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Ashley Williams
Marissa Wilson
Heidi Wilson
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.
