5 Aspiriant Women Make Forbes List
Women financial advisors understand the challenges of becoming a success in this industry. And after a year of unprecedented challenges, Forbes recognized five Aspiriant women among the best wealth managers in the country.
Managing directors Lisa Colletti, Helen Dietz and Sandi Bragar, and directors Mary Ellen Krueger and Linda Kitchens – all partners of the firm – earned a spot on the prestigious America’s Top Women Wealth Advisors list for 2021. All five of these advisors not only provide exceptional, personalized service directly to our clients, but they’ve also been integral in building the firm’s platform to be the premier wealth management company for high net worth families in the country.
Forbes, in partnership with SHOOK Research, selects the top advisors based upon an algorithm of data, including in-person interviews covering areas such as client service, compliance and investing processes.*
Forbes said the 1,000 advisors who made the fifth annual list “offered exemplary service and prospered” in the last year.
“2020 forced me to embrace flexibility and learn how to adapt and thrive in a new environment — and the importance of a high-speed and reliable internet connection!” said Mary Ellen. She added she’s grateful for all the people who risked their lives going to work every day, especially those in health care.
“One of our clients recently texted me to say that our handling of her finances ‘allows me to focus on caring for my cancer patients.’ It feels good to know our work helping people manage their finances enables them to focus on what’s most meaningful to them,” Mary Ellen said.
“In March 2020, when it became clear that COVID-19 was no ordinary virus, my thoughts immediately went to: We are all in this together … family, clients and colleagues … many of us experiencing the same realities at the exact same time,” said Helen. “My internal instincts kicked in, and I was compelled to do my share to make things better. I needed to step up and lead through this situation with humanity and trust.
I’m grateful for the phone calls and video calls we had during the year with colleagues and clients,” Helen added. “As one client wrote to me, ‘Your client-first approach and genuine empathy continually lead us to trust your judgment that has enabled us to meet our financial goals.’”
This honor adds to the long list of accolades each of these women has earned. Recently, all five of them were also named to Forbes’s Best-in-State list.
Disclosures:*Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Click here for more information.