Building What Lasts: Welcoming Aspiriant’s 2026 Partners

What does it really mean to work with a firm built for the long term?

At Aspiriant, that idea shows up in how we think about partnership.

At some firms, partnership is a milestone. For us, it’s part of building something that lasts, for our clients, our people and the future we’re creating together.

As a 100% employee-owned wealth management firm, every new partner strengthens that foundation. Not just in title, but in the way we show up for the individuals and families we serve and the responsibility we have as fiduciaries to do right by them.

That’s because ownership here isn’t just about structure. It’s about people who care deeply about what we’re building and who are invested in where it’s going.

Becoming a partner at Aspiriant reflects that mindset. It’s not just what someone has accomplished, but how they will help grow the firm, support the next generation of leaders and deepen the relationships we have with our clients.

This year, we’re proud to welcome four new partners whose work spans wealth management, tax and human resources. That breadth matters because delivering truly integrated advice takes a team aligned around what is best for our clients in every part of their experience.

Why our partnership model matters

When you work with Aspiriant, you are not just working with advisors. You are working with owners.

Our 100% employee-owned structure is intentional. It allows us to stay independent, think long term and deliver thoughtful wealth management and financial planning that reflects what matters most to the multi-generational families we serve.

It also brings different disciplines together in meaningful ways. Investment strategy, financial planning and tax planning are not separate conversations. They work together to support better decisions across your full financial picture.

For our clients, that means:

• Continuity: Your advisory team is built to support you over time with little turnover
• Integration: Your plan reflects the full picture, aligning your financial strategy with your goals, priorities and life
• Alignment: The people guiding your decisions are invested in helping you achieve your long-term goals

We believe this is how wealth management should work. Thoughtful. Steady. Built for the long-term. A multi-generational solution to multi-generational needs. And it’s made possible by the people behind it. Let’s meet our four newest partners.

Meet our newest partners

This year’s partner class reflects the many ways we serve our clients and support one another. Some work directly with families. Others strengthen the experience behind every client relationship. All play a role in delivering better outcomes.

Gretchen Hollstein, CFP®

Director in Wealth Management, Partner

Gretchen joined Aspiriant in 2025, bringing more than 25 years of experience advising high net-worth individuals, multigenerational families and nonprofit organizations. She is known for helping clients cut through the noise and focus on building financial strategies that reflect their values, priorities and long-term goals.

She believes wealth should do more than provide security. It should support a meaningful life. That’s why she partners closely with clients to align their resources with what matters most, helping them move forward with clarity and confidence.

Gretchen joined Aspiriant to be part of a 100% employee-owned firm, where the people who own and direct the future of the business are the same people serving clients and looking out for their best interests. Prior to joining the firm, she held senior advisory and leadership roles across the wealth management industry. She has been recognized for her work with clients and her leadership in wealth management and is an active contributor to her community, serving on a nonprofit investment committee and providing pro bono financial education.

Gretchen earned dual bachelor’s degrees in business economics and psychology from the University of California, Santa Barbara, and holds a Certificate in Personal Financial Planning from the University of California, Berkeley. She is a Certified Financial Planner™ professional.

Lydia Walz, CFP®

Senior Manager in Wealth Management, Partner

Lydia joined Aspiriant in 2018 and has grown her career within the firm, reflecting our commitment to developing future leaders from within. She advises high-net-worth individuals and families, helping them bring greater intentionality to how they use and experience their wealth.

She is known for helping clients stay focused on long-term goals while navigating the complexity of day-to-day financial decisions. Lydia believes wealth is a form of personal expression and works closely with clients to align their financial lives with their values and priorities.

In addition to her client work, Lydia contributes to several firm initiatives, including Aspiriant’s Emerging Wealth and Rising Generation taskforces, and serves as a subject matter expert on debt and art. She is also passionate about financial education and regularly participates in community programs to expand access to financial literacy.

Lydia earned her bachelor’s degree in Middle Eastern history and political science from Bryn Mawr College and is a Certified Financial Planner™ professional.

Mo Rouzegarian, MSc, EA

Senior Manager – Tax Services, Partner

Mo joined Aspiriant in 2014 and has grown his career within the firm, building deep expertise in tax planning and advisory for ultra-high-net-worth individuals, families and their related entities.

His work spans individual, fiduciary, gift, partnership, corporate, nonprofit and multistate taxation. He is known for helping clients understand how thoughtful tax strategy fits into the bigger picture of their financial lives, bringing clarity and confidence to long-term decisions.

Mo partners closely with advisors to integrate forward-looking tax planning into broader wealth strategies, helping clients make more informed decisions across their full financial picture.

Mo earned a bachelor’s degree in applied mathematics, a master’s degree in accounting and financial management from the University of Essex in the United Kingdom, and a certificate in financial planning from Northwestern University. He is also an IRS Enrolled Agent.

Laurie Flenner

Director – Engagement and Development, Partner

Laurie joined Aspiriant in 2019 and leads engagement and development across the firm. Her work focuses on strengthening the employee experience in ways that directly support how we serve our clients.

With a background spanning education, biotech, retail and finance, Laurie brings a broad perspective to building programs that support employee growth, leadership development and organizational effectiveness. She is passionate about fostering a culture where people feel included, heard and empowered to make a positive impact.

Laurie plays a key role in shaping the environment that supports long-term client relationships. She partners across teams to strengthen engagement and performance, recognizing that a strong internal culture is essential to delivering an exceptional client experience.

In addition to her leadership role, Laurie serves on Aspiriant’s Operating Committee and is a founding member of both the Diversity, Inclusion and Belonging Impact Group and the Social Responsibility Impact Group.

Laurie earned a bachelor’s degree in elementary education and is currently completing the Certified Professional in Talent Development (CPTD) certification.

Let’s build what comes next together

Partnership at Aspiriant isn’t about looking back. It’s about what we’re building alongside our clients.

As partners, we’re not just advisors. We’re owners of the firm, invested in its future and in the families we serve. That means we think long term and grow with our clients through every stage of life.

We help guide the firm’s direction, mentor the next generation and strengthen the experience we deliver every day. Not because it’s expected, but because it matters, to us and to the people who trust us with their financial lives.

This year’s partner class reflects that commitment. It brings together advisors and leaders across disciplines, all working together to support our clients in meaningful ways.

If you’re navigating complexity today or planning for what comes next, we’re here to help. Talk with us about your financial future.

And if you’re interested in learning more about joining our firm, we invite you to explore how to partner with us.