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
Tim is an Associate in the Chicago office. He is a member of the Operations team, responsible for performance and custodian reporting.
Prior to joining Cerity Partners, Tim was a Performance Analyst at Wells Fargo Advisors where he calculated and reported on portfolio and benchmark performance. He also worked at Prairie Capital Management where he produced customized performance reports for high-net-worth individuals and institutional clients.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
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