Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

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Renay Henderson

Renay Henderson, CFP®

Managing Director, Advisor Development Program
Meristem 5126 2 New Scaled E1677796179193

Kelli Hengel

Associate Director, Wealth Advisor
Travis Henry

Travis Henry

Director, Wealth Advisor
Cindy Herrera

Cindy Herrera

Director, Private Wealth Client Services
Will Hoesley

Will Hoesley

Director, Cresset Private Capital
Abby Holmes

Abby Holmes, CFP®

Managing Director, Wealth Advisor
Andrew Huang

Andrew Huang, CFA

Managing Director, Wealth Advisor
Brendan Hungerford

Brendan Hungerford, CFA

Director, Wealth Advisor
Henry Hunt

Henry Hunt

Director, Investment Strategy
Dave Jackson

David Jackson

Managing Director, Wealth Advisor
Dean Jackson

Dean Jackson, CFP®, CEPA

Managing Director, Wealth Advisor
Varun Jain

Varun Jain

Director, Wealth Advisor
Julia Jerome 700x425 2

Julia Jerome

Associate, Wealth Advisor
Tara Jones

Tara Jones, CGSP®

Managing Director, Head of Lifestyle Services
Shea Joyce

Shea Joyce

Associate Director, Investment Strategy
Michael Juettner

Michael Juettner, CFA

Managing Director, Investment Strategy
Ali Kahil

Ali Kahil

Director, Tax Services Automation & Operations
Dan Kambeitz

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Zach Kanicka

Zach Kanicka

Director, Wealth Advisor
Zaid Kayyali

Zaid Kayyali, CPWA®

Associate Director, Wealth Advisor
John Kim

John Kim

Managing Director, Head of Information Technology - Infrastructure & Operations
Caragh Kloiber

Caragh Kloiber

Director, Advisor Practice Management
John Michael Klopfenstein

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor
Kyle Kolb

Kyle Kolb, CFA, CFP®

Associate Director, Wealth Advisor
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