Our firm is a growing ensemble practice that allows us to spend time getting to know our clients in ways larger firms often can’t or don’t. This translates into strong relationships and comprehensive client care.
We act as your Family CFO, helping you cut through the complexities of the financial planning world, to provide advice on every aspect of your financial life. There is an educational shortfall when it comes to personal finance. With the loss of pensions and widespread adoption of 401k plans, we have created generations of incidental investors. This paired with changing tax laws and rising costs of eldercare and college education, people more than ever need a trusted resource to develop and execute plans that fit the vision of their best life possible.
Zack is Managing Partner and co-founder of Ceres Wealth. He has worked as an advisor for over eighteen years with Edward Jones and Merrill Lynch. Reducing stress and helping clients achieve financial success is the reason Zack got into...
Shaun is Managing Partner and co-founder of Ceres Wealth. He has worked as an advisor for many of the top wealth management firms in the country including Morgan Stanley, Merrill Lynch, and American Airlines Federal Credit Union. Prior...
Alyssa is the Client Associate for Ceres Wealth. With a B.S. in Mathematics from Benedictine University, six years of customer service experience, and a drive to help others, Alyssa brings a mix of skills and experience perfectly...