Partners: Meet the owners.

Rob Francais CPA
Chief Executive Officer, Partner

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John Allen CFA®, CAIA
Chief Investment Officer, Partner

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Ken Anderson JD
Director in Wealth Management, Partner

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Michael S. Angell CPA
Director in Wealth Management, Partner

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Lisa Barnea
Director in Finance, Partner

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Ryan P. Benson CPA, CFP®
Director in Wealth Management, Partner

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

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Sandi Bragar CFP®
Managing Director in Planning Strategy & Research, Partner

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Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Partner

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Lisa Colletti JD, CFP®
Managing Director in Planning Strategy & Research, Partner

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John Collins MBA, CFA®
Director in Wealth Management, Partner

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Sandra Conners CPA, CFP®, CDFA™
Director in Wealth Management, Partner

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Devin Cruise MBA, CFP®
Manager in Wealth Management, Partner

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Kelly Cruz JD
Director in Strategic Planning, Partner

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Helen A. Dietz CFP®
Director in Wealth Management, Partner

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Cammie Doder MBA
Director of Marketing, Partner

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Sherri Dorton
Director of Human Resources, Partner

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Raymond Edwards CPA
National Technical Tax Director, Partner

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Gregory P. Fasig CFA®, CFP®
Director in Wealth Management, Partner

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

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Carl Forster
Director in Investment Advisory, Partner

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Lorraine Fox MBA
Director in Wealth Management, Partner

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Michael V. Glowacki MBT
Director in Wealth Management, Partner

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

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David Grecsek MBA, CFA®
Managing Director in Investment Strategy & Research, Partner

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Andy Hamilton CFP®
Director in Wealth Management, Partner

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Doug Hendrickson
Chief Financial Officer, Partner

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Lani Kapur CFP®
Director in Wealth Management, Partner

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Phil J. Kastenholz CPA, CFA®
Director in Investment Strategy & Research, Partner

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Young Kim
Managing Director of Investment Operations, Partner

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Ginny King JD
Director in Wealth Management, Partner

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John Kirkpatrick MBA
Director in Wealth Management, Partner

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

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Linda K. Kitchens CFP®
Director in Wealth Management, Partner

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

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Mary Ellen Krueger CIMA®
Director in Wealth Management, Partner

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Nathan S. Kublank CFP®, CPWA®, AEP®
Director in Wealth Management, Partner

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Nayan Lapsiwala CFP®, CFA®, CAIA
Director in Wealth Management, Partner

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Sam Lee MBA
Director in Investment Advisory, Partner

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Bret Magpiong MBA, CPA
Chief Practice Officer, Partner

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Nikki Michelini CPA
Director in Wealth Management, Partner

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Natalie Morrella CFP®
Manager in Wealth Management, Partner

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David Muchow MBA, CFP®
Director in Wealth Management, Partner

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Gavin Neil CFA, CFP®, MSFA
Manager in Wealth Management, Partner

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Ryan T. Nelson
Manager in Investment Advisory, Partner

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Paul Nikolai MBA, CFP®
Director in Wealth Management, Partner

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Peter Northrop
Director in Investment Operations, Partner

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Song Park
Director in Wealth Management, Partner

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Phillip Parkerson
Director in Investment Operations, Partner

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John P. Petrie CPA, CFP®, CIMA®
Director in Wealth Management, Partner

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Mark D. Petrie CFA®, CFP®
Director in Wealth Management, Partner

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Talia Pierluissi CFP®, MBA
Director in Wealth Management, Partner

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Marc Primiani JD, LL.M
General Counsel and Director in Strategic Planning, Partner

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Melissa Punim JD, LL.M.
Director in Strategic Planning, Partner

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Myles D. Rush CFP®, M.S.
Director in Wealth Management, Partner

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Greg Schick CFP®
Director in Wealth Management, Partner

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Ben Schmidt
Director in Aspiriant Funds, Partner

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Peter Schwartz CIMA®
Director in Wealth Management, Partner

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Adam Stanley CFP®, CIMA®, MBA
Director in Wealth Management, Partner

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Clay R. Stevens JD, LL.M.
Director in Strategic Planning, Partner

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

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Bradley A. Weber CPA
Director in Wealth Management, Partner

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Michael Weissman CFP®, CIMA®
Director in Wealth Management, Partner

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

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