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Client and Corporate Services

Biography

Winky is a Principal based in the Mill Valley office. He is a member of the firm’s Client and Corporate Services department.

Prior to joining Cerity Partners, Winky was the Controller for Brouwer & Janachowski where he was responsible for the financial operations of the company, preparing financial statements, creating financial reports and dashboards, and overseeing the annual financial audit. He’s an expert at distilling complex financial, administrative, and operational processes into simple and elegant reporting that helps management operate the company efficiently.

Prior to joining Brouwer & Janachowski, Winky was the Controller for FCE Benefits, Accounting Manager for Creative Food Concepts, Senior Consultant for Robert Half International, Senior Financial Analyst/Accounting Manager for Monogram BioSciences, and held various financial analyst and accounting manager positions at Trapeze Networks, InSite Vision, Theravance, Waste Management, and Norcal Waste Systems.

Education

  • B.S. in Business Administration with a concentration in Accounting and Finance from San Francisco State University

Q & A

Q:

Was there a specific incident in your life that made it clear you were made for this career?

I worked on a project (from my previous career in Waste Management) that resulted in saving the company over $1.5 million of accrued expenses. That opened my eyes and allowed me to see the value of what I do as an accounting/finance professional. It is not just "a number" — it has a significant impact on the firm's bottom line.

What differentiates Cerity Partners from other firms in our space?

We always put our clients’ interests first. That’s why we are a fees-based only advisory firm and stay independent by not accepting any commission from a third party.

Why is your specialty important, especially today?

I support our CFPs in various aspects (back-end office/system support, billing, etc.) so they can focus on serving our clients.

Meet Our  Client and Corporate Services Colleagues

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Andrew Adams

Senior Associate

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Nikolai Arutiunov

Senior Associate

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Aleem Baksh

Senior Associate

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Amy Banker, AIF®

Principal

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Michaela Barnum

Senior Associate

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Ryan Berger

Senior Associate

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Alicia Boggio-Hair

Associate

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Marie Del Bove

Principal

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Jen Bowen

Principal

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Abrielle Bradley

Senior Associate

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Gillian Brand

Senior Associate

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Manny Bratta

Principal

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Gerard Burke

Senior Associate

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Jeff Bushman

Senior Associate

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Lynda Castellano

Partner

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Yanming Chen

Associate

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Whitney Clark

Senior Associate

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Miryam Cohen

Senior Associate

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John Cook

Principal & Director of Human Resources

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Nataliya Crouse

Principal

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Kimberly Crowley

Partner

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Lenèe Dirzuweit, IACCP®

Principal

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Kimberly Duran

Associate

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Michael Erskine, CFA

Principal

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Scott Finn

Senior Associate

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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David Gimpel

Principal

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Michael Harano

Principal

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Reggie Hopton

Associate

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William Horner

Principal

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Michèle Hurley

Principal

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Will Johnson

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Rebecca LaPlant

Senior Associate

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Jillian Laughlin

Associate

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Tap N. Le

Principal

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Brian Lee

Associate

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Amy Lin

Senior Associate

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Dwight Liu

Principal

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Ben Lomazow

Principal

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Stefan Ludlow

Principal & Director of Technology

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Jacqueline Martin

Associate

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Doug McClean, CISM®

Principal

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Matt McGinn

Principal

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Jessica Mendoza

Senior Associate

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Adam Miller

Senior Associate

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Ana Mojica

Senior Associate

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Shelley Newham

Principal

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Geoffrey Newman

Principal

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Javier Ordaz

Senior Associate

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Sebastian Ottaplakal

Associate

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Krissi Paczolt, CPA

Principal

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Marcia Paltenstein, CFP®

Principal

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Aydan Panahova

Associate

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Andrea Castillo Pena

Associate

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Brittany Peyser

Principal

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Peg Pike

Partner

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Kristen Potter

Principal

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Nancy Renshaw

Principal

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Andrew N. Riehl, CFA

Principal

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Sawyer Rothmann

Senior Associate

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Jeanette Ruvalcaba

Senior Associate

Nicole Sager

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Robert Schwagerl, CMT, CFTe

Principal

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Catherine A. Scruggs

Principal

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Kirsten Shaw

Senior Associate

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Michelle Simek

Associate

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Carley Skidmore

Senior Associate

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Ari Stanger, CPA

Principal

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Matt Stazzone

Principal

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Matt Tassell

Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Zack Trygstad

Principal

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Carmen Tu

Senior Associate

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

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Ashley Williams

Senior Associate

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Marissa Wilson

Associate

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Heidi Wilson

Associate

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