Silicon Valley

2570 W. El Camino Real, Suite 520
Mountain View, CA 94040
Tel 650.941.1717
Fax 650.941.3131

Map and Driving Directions 

Lisa Barnea | Director of Finance, Principal

Lisa Barnea 
Director in Finance, Partner

Profile
Helen Dietz | Director of Wealth Management, Principal

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

Profile

John Kirkpatrick MBA
Director in Wealth Management, Partner

Profile
Nayan Lapsiwala | Director of Wealth Management at Aspiriant

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

Profile

Cliff Loh CFP®
Manager in Wealth Management

Profile
Natalie Morella

Natalie Morrella CFP®
Manager in Wealth Management, Partner

Profile

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

Profile
Randy Rae | Manager of Investment Strategy & Research

Randy Rae CFA, CFP®, MBA
Manager in Investment Strategy & Research

Profile
Regina Wohl | Manager of Wealth Management at Aspiriant

Regina Wohl CFA®, MBA
Manager in Wealth Management

Profile