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Client Advisory

Biography

Tabitha is a Senior Associate in the Denver office. She assists with financial planning and client portfolio review meetings, provides day-to-day client service, and coordinates with custodians for ongoing account transactions and maintenance.

Prior to joining Cerity Partners, Tabitha was the Operations Director for Keating Wealth Management where she leveraged her 20 years of experience in financial services to provide a highly personalized client experience.

Education

  • B.A. in History from the University of Nevada, Reno

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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.