San Francisco

50 California St., Suite 2600
San Francisco, CA 94111
Tel 415.371.7800

Map and Driving Directions 

Karen Blodgett, MBA, CFP®, Director in Wealth Management at Aspiriant in San Francisco

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

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Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research at Aspiriant in San Francisco

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

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Cammie Doder, MBA, National Director of Marketing at Aspiriant in San Francisco

Cammie Doder MBA
Chief Marketing Officer, Partner

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Mike Fitzhugh, MBA, CFP®, Director in Wealth Management at Aspiriant in San Francisco

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

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Lorraine Fox, MBA, Director in Wealth Management at Aspiriant in San Francisco

Lorraine Fox MBA
Director in Wealth Management, Partner

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Brett Gookin, JD, CFP®, Director in Wealth Management at Aspiriant in San Francisco

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

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Andy Hamilton, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Andy Hamilton CFP®
Director in Wealth Management, Partner

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Lani Kapur, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Lani Kapur CFP®
Director in Wealth Management, Partner

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Young Kim, Managing Director of Investment Operations at Aspiriant in San Francisco

Young Kim 
Managing Director of Investment Operations, Partner

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Jason Kiss, CFA®, CFP®, CAIA®, Director in Wealth Management at Aspiriant in San Francisco

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

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Michael Kossman, CPA, Chief Operating Officer and Chief Compliance Officer at Aspiriant in San Francisco

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

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Gavin Neil, CFA®, CFP®, MSFA, Manager in Wealth Management at Aspiriant in San Francisco

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

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Michelle Nguyen, CPA, CFP®, Manager in Wealth Management at Aspiriant in San Francisco

Michelle Nguyen CPA, CFP®
Manager in Wealth Management, Partner

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Jordan Overby, CFP®, Manager in Wealth Management at Aspiriant in San Francisco

Jordan Overby CFP®
Manager in Wealth Management

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Phillip Parkerson, Director in Investment Operations at Aspiriant in San Francisco

Phillip Parkerson 
Director in Investment Operations, Partner

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Greg Schick, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Greg Schick CFP®
Director in Wealth Management, Partner

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Jason Shemtob, MSF, CFP®, Manager in Wealth Management at Aspiriant in San Francisco

Jason Shemtob MSF, CFP®
Manager in Wealth Management, Partner

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Tom Tracy, MBA, CFA®, CFP®, Chief Client Officer at Aspiriant in San Francisco

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

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