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Tabitha is an Associate in the Cincinnati office, where she works directly with advisors. In this role, she is responsible for all account management, including account paperwork, monthly distributions, Roth conversions, and required minimum distributions. Additionally, Tabitha collaborates with various custodians to resolve any issues and focuses on building strong relationships with clients.
Prior to joining Cerity Partners, Tabitha served as a Senior Client Experience Administrator at ARGI Financial Group. Before ARGI, she worked as a Special Projects Representative handling contracts for Panasonic Corporation, providing laptops and audio-video solutions for businesses as well as police and fire departments.
Outside of work, Tabitha enjoys traveling and spending time with her family, including her four adult children.
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