Austin, TX Office

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with a Series 66 designation and nine years of industry experience. She previously worked at Austin Private Wealth, LLC for six years and AMERIPRISE FINANCIAL SERVICES, Inc. for five years. Outside of advisory work, she holds a 10% ownership interest in 4th Floor Properties, LLC, a real estate business based in Austin, TX. Cerity Partners advises a broad range of clients including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services focused on client-specific investment profiles and combines quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions and affiliated business services.

Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Phimporn Tobchan is a financial advisor with Cerity Partners LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, Tobchan worked at Austin Private Wealth, LLC for three years and has experience in the restaurant industry. Cerity Partners serves a broad range of clients including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services that combine proprietary investment screening with access to alternative and private market solutions.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus-related entities. Outside of finance, he is also a musician based in Austin, TX. Cerity Partners serves a wide range of clients, including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative investments through a combination of proprietary and third-party strategies.

Dan Kraus is a CFP®-designated financial advisor at Cerity Partners LLC with 32 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for 15 years and Ameriprise for 15 years. He serves on the Advisory Board for the Langston Wealth Management Center at the University of Texas McCombs School of Business and is a member of the Shalom Austin Investment Committee. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Noe Lopez is a CFP® with nine years of industry experience, currently serving at Cerity Partners LLC since 2026. His prior experience includes roles at Austin Private Wealth, LLC, Fort Advisors, and Morgan Stanley. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Reagan Stephenson is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC from 2022 to 2025. Reagan's background also includes roles in university housing and dining, as well as at Twin Creeks Country Club. Cerity Partners advises a wide range of clients including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Kenneth Daly is a financial advisor at Cerity Partners LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Austin Private Wealth, LLC and optionsXpress. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines client-specific Investment Profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Alyssa Sternadel is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Austin Private Wealth, LLC and Deloitte. Sternadel serves on the board of directors for Breakthrough T1D, where she is involved in event planning and fundraising. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services. The firm’s investment approach integrates proprietary quantitative screening, manager selection, and private market solutions tailored to client-specific investment profiles.

Kieu Turk is a CFP® professional with 24 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2026, following ten years at Austin Private Wealth, LLC, and seventeen years at Ameriprise. Outside of her advisory work, she holds business interests in real estate, including partial ownership of 4th Floor Properties, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Sujatha Theddu is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth for five years and Morgan Stanley for a brief period in 2019. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection alongside access to private market solutions for qualified clients.

Kevin Weaver is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Kevin is based in Austin, TX. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, integrating proprietary quantitative methods with third-party strategies and direct security selection.

Raoul Celerier is a CFP® with 21 years of industry experience, currently serving at Cerity Partners LLC since 2026. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Celerier holds an active real estate license and is involved in property management and real estate business ownership outside of his advisory role. Cerity Partners advises a diverse client base, including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening, manager selection, and alternative investment solutions within its investment framework.

Alison Cassorla is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with four years of industry experience. Before joining Cerity Partners in 2026, she worked at Austin Private Wealth, LLC for five years and was self-employed in 2020. Cassorla also spent 20 years with Shalom Austin. Cerity Partners serves a broad range of clients including high-net-worth individuals, families, trusts, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services featuring a proprietary investment framework that integrates quantitative screening with both third-party and direct security selection, along with access to private market strategies and OCIO services.

Hayley Swaim is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Austin Private Wealth, LLC and Northwestern Mutual Life Insurance Company. Her background also includes roles in financial services and education in the Austin, TX area. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.