Our Cresset Team

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

Showing 33–48 of 361 results
Doug Raetz 700x425 1

Doug Raetz

Co-President, Cresset Sports & Entertainment
Heather Goodman 700x425 1

Heather Goodman

Co-President, Cresset Sports & Entertainment
Corey Kelly 700x425 1

Corey Kelly

Director, Wealth Advisor
Sarah Adams

Sarah Adams

Managing Director, Deputy General Counsel
Ginny Adcock

Ginny Adcock

Associate, Marketing
John Allen

John Allen, CFP®

Director, Wealth Planner
Brooks Allen

Brooks Allen, CFP®

Associate, Wealth Advisor
Savannah Andersen

Savannah Andersen, CFP®

Managing Director, Head of Strategy
Michael Anderson

Michael Anderson

Associate
Katherine Archer

Katherine Archer

Director
Arnwine Taylor 700x425 1

Taylor Arnwine

Associate, Private Wealth Client Services
Jill Asrael

Jill Asrael, CPA

Managing Director, Wealth Advisor
Serina Awadalla

Serina Awadalla, CFP®

Director, Wealth Advisor
Jon Baldwin

Jon Baldwin

Managing Director, Chief Information Security Officer
Beth Barrett

Beth Barrett Lawther, CFA, CEPA

Managing Director, Wealth Advisor
Colton Barron

Colton Barron

Associate, Trading