Wealth Planning

A Guide to Healthcare Options in Retirement

December 6, 2022


Michelle Eversman
Michelle Eversman

Director in Wealth Management, Partner

Michelle joined Aspiriant in 2017 as an advisor in the Wealth Management team. She has over ten years of experience within the financial services industry helping families with their financial goals.

Prior to joining the firm, Michelle started her career in public accounting. As a tax manager at Deloitte, her work focused on tax compliance and consulting for real estate partnerships, private equity investment partnerships, and high net worth families. Michelle also trained and managed numerous engagement teams globally.

Michelle double-majored in Accounting and Hospitality at the University of San Francisco and earned a Master’s in Taxation at Golden Gate University. She has held her Certified Public Accountant credential since 2011 and earned her Certified Financial Planner credential in 2017.

Michelle moved to the U.S. at the age of 10 from Vietnam, and she dreamed about traveling back to her home country to volunteer. In 2015, she was able to spend three months in Vietnam teaching and fundraising in schools, hospitals and soup kitchens.

Thomas Bartling

Associate in Wealth Management


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Phil-Kastenholz-square

Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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