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
Ryan is a Senior Associate in our Cleveland office. He assists advisors with portfolio rebalancing and trading, portfolio analysis, quarterly performance reports and client meeting preparation. Ryan also maintains the firm’s trading software.
Prior to joining Cerity Partners full time, Ryan served as a summer intern, working closely with Wealth Management advisors to enhance the client experience by integrating client information into eMoney.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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.