San Francisco

50 California St., 26th Floor
San Francisco, CA 94111
Tel 415.371.7800
Fax 415.371.7801

Map and Driving Directions 

Michael Kossman CPA
Chief Operating Officer and Chief Compliance Officer, Principal

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Tom Tracy | Aspiriant Chief Client Officer

Tom Tracy MBA, CFA, CFP®
Chief Client Officer, Principal

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Bret Magpiong | Aspiriant Managing Director of Family Office | Los Angeles

Bret Magpiong MBA, CPA
Chief Practice Officer, Principal

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Karen Blodgett MBA, CFP®
Director in Wealth Management, Principal

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Sandi Bragar CFP®
Director in Wealth Management, Principal

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IMAGE | Cammie Doder | Aspiriant Director of Business Development | San Francisco

Cammie Doder MBA
Director of Marketing, Principal

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Linda Fitz CFP®
Director in Wealth Management, Principal

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Mike Fitzhugh MBA, CFP®
Director in Wealth Management, Principal

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Lorraine Fox | Director - Wealth Management | Aspiriant

Lorraine Fox MBA
Director in Wealth Management, Principal

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Brett Gookin JD, CFP®
Director in Wealth Management, Principal

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Andy Hamilton CFP®
Director in Wealth Management, Principal

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Lani Kapur CFP®
Manager in Wealth Management

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San Francisco | Managing Director - Investment Operations | Young Kim

Young Kim 
Managing Director of Investment Operations, Principal

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Jason Kiss | DIrector - Wealth Management | Aspiriant

Jason Kiss CFA, CFP®, CAIA
Director in Wealth Management, Principal

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Parkerson

Phillip Parkerson 
Director in Investment Operations, Principal

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San Francisco | Director - Wealth Management | Greg Schick

Greg Schick CFP®
Director in Wealth Management, Principal

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Luis Torres MBA
Director in Investment Strategy & Research

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Jane Zaloudek | Director - Wealth Management | San Francisco

Jane Zaloudek MBA, CFP®
Director in Wealth Management, Principal

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