Principals: Meet the owners.

Rob Francais CPA
Chief Executive Officer, Principal

Profile

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

Profile

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

Profile

Bret Magpiong MBA, CPA
Chief Practice Officer, Principal

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John Allen CFA, CAIA
Chief Investment Officer, Principal

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Ken Anderson JD
Director in Wealth Management, Principal

Profile

Michael S. Angell CPA
Director in Wealth Management, Principal

Profile

Lisa Barnea
Director in Finance, Principal

Profile

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

Profile

Sandi Bragar CFP®
Director in Wealth Management, Principal

Profile

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

Profile

Lisa Colletti JD, CFP®
Director of Planning, Principal

Profile

John Collins MBA, CFA
Director in Investment Advisory, Principal

Profile

Sandra Conners CPA, CFP®, CDFA™
Manager in Wealth Management, Principal

Profile

Kelly Cruz JD
Director in Strategic Planning, Principal

Profile

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

Profile

Cammie Doder MBA
Director of Marketing, Principal

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Sherri Dorton
Director of Human Resources, Principal

Profile

Raymond Edwards CPA
Director of Tax Services, Principal

Profile

Gregory P. Fasig CFA, CFP®
Director in Investment Advisory, Principal

Profile

Linda Fitz CFP®
Director in Wealth Management, Principal

Profile

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

Profile

Carl Forster
Director in Investment Advisory, Principal

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Lorraine Fox MBA
Director in Wealth Management, Principal

Profile

Michael V. Glowacki CPA, CFP®, MBT
Director in Wealth Management, Principal

Profile

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

Profile

David Grecsek MBA, CFA
Managing Director - Investment Strategy & Research, Principal

Profile

Andy Hamilton CFP®
Director in Wealth Management, Principal

Profile

Doug Hendrickson
Chief Financial Officer, Principal

Profile

Neil C. Hokanson CFP®, MBA
Director in Wealth Management, Principal

Profile

Phil J. Kastenholz CPA, CFA, CFP®
Director in Investment Advisory, Principal

Profile

Young Kim
Managing Director of Investment Operations, Principal

Profile

Ginny King JD
Director in Wealth Management, Principal

Profile

John Kirkpatrick MBA
Director in Wealth Management, Principal

Profile

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

Profile

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

Profile

Tim Kochis JD, MBA, CFP®
Principal

Profile

Mary Ellen Krueger CIMA®
Director in Investment Advisory, Principal

Profile

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

Profile

Sam Lee MBA
Director in Investment Advisory, Principal

Profile

Nikki Michelini CPA
Director in Wealth Management, Principal

Profile

David Muchow MBA, CFP®
Manager in Investment Advisory, Principal

Profile

Paul Nikolai MBA, CFP®
Director in Investment Advisory, Principal

Profile

Peter Northrop
Director in Investment Operations, Principal

Profile

Song Park
Director in Wealth Management, Principal

Profile

Phillip Parkerson
Director in Investment Operations, Principal

Profile

John P. Petrie CPA, CFP®, CIMA®
Director in Investment Advisory, Principal

Profile

Mark D. Petrie CFA, CFP®
Director in Investment Advisory, Principal

Profile

Talia Pierluissi CFP®, CDFA, MBA
Director in Wealth Management, Principal

Profile

Marc Primiani JD, LL.M
General Counsel and Director of Strategic Planning, Principal

Profile

Myles D. Rush CFP®, M.S.
Manager in Wealth Management, Principal

Profile

Greg Schick CFP®
Director in Wealth Management, Principal

Profile

Ben Schmidt
Director in Aspiriant Funds, Principal

Profile

Peter Schwartz CIMA®
Director in Investment Advisory, Principal

Profile

Adam Stanley CFP®, CIMA®, MBA
Manager in Investment Advisory, Principal

Profile

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

Profile

Bob Wagman JD, MBA
Principal

Profile

Bradley A. Weber CPA
Director in Investment Advisory, Principal

Profile

Michael Weissman CFP®, CIMA®
Director in Investment Advisory, Principal

Profile

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

Profile