Owners in it
for the long haul.
Meet the Aspiriant Partners
Rob Francais CPA
Chief Executive Officer
Member of Board of Directors
Partner
John Allen CFA®, CAIA
Chief Investment Officer
Partner
Michael S. Angell CPA
Director in Wealth Management
Partner
Ami S. Aranha CFP®, JD
Director in Wealth Management
Partner
Dawn Baca JD, LL.M.
Director in Strategic Planning
Partner
Lisa Barnea
Director in Finance
Partner
Ryan P. Benson CFP®, CPA
Director in Wealth Management
Member of Board of Directors
Partner
Karen Blodgett CFP®, MBA
Chair of the Board of Directors
Director in Wealth Management
Partner
Lynne Born
Chief Practice Officer
Partner
Laura Boucher MBA, CPA
Manager in Fund Administration
Partner
Sandi Bragar CFP®
Chief Client Officer
Partner
Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research
Member of Board of Directors
Partner
Daniella Chuckran MBA
Director of Marketing
Partner
Lisa Colletti CFP®, JD
Managing Director in Exclusive Family Office
Partner
Sandra Conners CFP®, CDFA®, CPA
Director in Wealth Management
Partner
Devin Cruise MBA, CFP®
Director in Wealth Management
Partner
Helen A. Dietz CFP®
Managing Director in Total Wealth Management
Partner
Cammie Doder MBA
Chief Marketing Officer
Partner
Michelle Eversman CFP®, CPA
Director in Wealth Management
Partner
Gregory P. Fasig CFA®, CFP®
Director in Wealth Management
Partner
Mike Fitzhugh MBA, CFP®
Director in Wealth Management
Partner
Lindsay Fleming
Director in Client Service Operations
Partner
Carl Forster
Director in Investment Advisory
Partner
Shanda Gentry IACCP®
Chief Compliance Officer
Partner
Brett Gookin JD, CFP®
Director in Wealth Management
Partner
David Grecsek MBA, CFA®
Managing Director in Investment Strategy & Research
Partner
Teresa Greenip CFP®
Manager in Wealth Management
Partner
Andy Hamilton CFP®
Director in Wealth Management
Partner
Summer Hammons PHR
Chief People Officer
Partner
Doug Hendrickson MBA
Chief Financial Officer
Partner
Paul Hynes CFP®
Director in Wealth Management
Partner
Lani Kapur CFP®
Director in Wealth Management
Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research
Partner
Stephen Kawasaki CFA®, CAIA, CFP®
Manager in Investment Strategy & Research
Partner
Young Kim
Managing Director in Client Service Operations
Partner
Ginny King JD
Director in Wealth Management
Partner
John Kirkpatrick MBA
Director in Wealth Management
Partner
Jason Kiss CFP®, CAIA, CFA®
Director in Wealth Management
Partner
Linda K. Kitchens CFP®
Director in Wealth Management
Partner
Camila Kremer CFA®, CAIA
Partner
Senior Research Analyst in Investment Strategy & Research
Mary Ellen Krueger CIMA®
Director in Wealth Management
Partner
Nathan S. Kublank CFP®, AEP®, CPWA®
Director in Wealth Management
Partner
Nayan Lapsiwala CFP®, CAIA, CFA®
Director in Wealth Management
Partner
Sam Lee MBA
Director in Investment Advisory
Partner
Cliff Loh CFP®
Director in Wealth Management
Partner
Corey Mader CFA®
Director in Wealth Management
Partner
Natalie Morrella CFP®
Director in Wealth Management
Partner
David Muchow MBA, CFP®
Director in Wealth Management
Partner
Christopher Murray CGMA
Partner
Practice Leader in Tax Services
Gavin Neil CFA®, CFP®, MSFA
Director in Wealth Management
Partner
Ryan T. Nelson CFA®
Director in Investment Advisory
Partner
Paul Nikolai CFP®, MBA
Director in Wealth Management
Partner
Peter Northrop
Director in Client Service Operations
Partner
Jordan Overby CFP®
Director in Wealth Management
Partner
Song Park
Director in Wealth Management
Partner
Phillip Parkerson
Director in Client Service Operations
Partner
John P. Petrie CFP®, CIMA®, CPA
Managing Director in Total Wealth Management
Partner
Mark D. Petrie CFP®, CFA®
Director in Wealth Management
Partner
Talia Pierluissi CFP®, MBA
Director in Wealth Management
Partner
Melissa Punim JD, LL.M.
Director in Strategic Planning
Partner
Myles D. Rush CFP®, MS
Director in Wealth Management
Partner
Nick Ruzette CFP®
Manager in Wealth Management
Partner
Greg Schick CFP®
Director in Wealth Management
Partner
Ben Schmidt
Director in Aspiriant Funds
Partner
Peter Schwartz CIMA®
Director in Wealth Management
Partner
Matthew Sharp CFP®
Manager in Wealth Management
Partner
Jason Shemtob CFP®, MSF
Director in Wealth Management
Partner
Adam Stanley CFP®, CIMA®, MBA
Director in Wealth Management
Partner
Clay R. Stevens JD, LL.M.
Director in Strategic Planning
Partner
Mike Stok
Director of Tax Services
Partner
Mindy Tankel CFP®
Director in Wealth Management
Partner
Jenny Tsai CPA, IFRS
Controller in Finance
Partner
Jan Vega CFP®, CTFA, MBA
Director in Wealth Management
Partner
Bradley A. Weber CPA
Director in Wealth Management
Partner
Michael Weissman CFP®, CIMA®
Director in Wealth Management
Partner
Wendy Wildey
Director in Project Management
Partner
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