Advisors Archives - Aspiriant The Leading Independent Wealth Management Firm

<Advisors Archives - Aspiriant The Leading Independent Wealth Management Firm

Advisors: At the service of your dreams.

Ken Anderson JD

Director in Wealth Management, Partner

Michael S. Angell CPA

Director in Wealth Management, Partner

Ami S. Aranha CFP^®, J.D.

Manager in Wealth Management

Aspiriant Manager in Wealth Management

Ryan P. Benson CPA, CFP^®

Director in Wealth Management, Partner

Karen Blodgett MBA, CFP^®

Director in Wealth Management, Partner

Sandi Bragar CFP^®

Managing Director in Planning Strategy & Research, Partner

Lisa Colletti Director - Wealth Management | Aspiriant

Lisa Colletti JD, CFP^®

Managing Director in Planning Strategy & Research, Partner

John Collins MBA, CFA^®

Director in Wealth Management, Partner

Sandra Conners CPA, CFP^®, CDFA™

Director in Wealth Management, Partner

Devin Cruise MBA, CFP^®

Manager in Wealth Management, Partner

IMAGE: Kelly Cruz | Director of Strategic Planning | Aspiriant | Los Angeles

Kelly Cruz JD

Director in Strategic Planning, Partner

Helen Dietz | Director of Wealth Management, Principal

Helen A. Dietz CFP^®

Managing Director in Total Wealth Management, Partner

Gregory P. Fasig CFA^®, CFP^®

Director in Wealth Management, Partner

Mike Fitzhugh MBA, CFP^®

Director in Wealth Management, Partner

Carl Forster

Director in Investment Advisory, Partner

Lorraine Fox | Director - Wealth Management | Aspiriant

Lorraine Fox MBA

Director in Wealth Management, Partner

Michael V. Glowacki MBT

Director in Wealth Management, Partner

Brett Gookin JD, CFP^®

Director in Wealth Management, Partner

Andy Hamilton CFP^®

Director in Wealth Management, Partner

Lani Kapur CFP^®

Director in Wealth Management, Partner

Ginny King JD

Director in Wealth Management, Partner

John Kirkpatrick MBA

Director in Wealth Management, Partner

Jason Kiss | DIrector - Wealth Management | Aspiriant

Jason Kiss CFA^®, CFP^®, CAIA

Director in Wealth Management, Partner

Kitchens

Linda K. Kitchens CFP®

Director in Wealth Management, Partner

mary-ellen-krueger-aspiriant-photo

Mary Ellen Krueger CIMA^®

Director in Wealth Management, Partner

Nathan S. Kublank CFP^®, CPWA^®, AEP^®

Director in Wealth Management, Partner

Nayan Lapsiwala | Director of Wealth Management at Aspiriant

Nayan Lapsiwala CFP^®, CFA^®, CAIA^℠

Director in Wealth Management, Partner

Los Angeles | Director - Investment Advisory | Sam Lee

Sam Lee MBA

Director in Investment Advisory, Partner

Cliff Loh CFP^®

Manager in Wealth Management

Corey Mader CFA

Manager in Wealth Management

Los Angeles | Director - Wealth Management | Nikki Michelini

Nikki Michelini CPA

Director in Wealth Management, Partner

Natalie Morella

Natalie Morrella CFP^®

Director in Wealth Management, Partner

David Muchow

David Muchow MBA, CFP^®

Director in Wealth Management, Partner

Gavin Neil CFA, CFP^®, MSFA

Manager in Wealth Management, Partner

Ryan T. Nelson

Director in Investment Advisory, Partner

Michelle Nguyen CPA, CFP^®

Manager in Wealth Management

Cincinnati | Director - Investment Advisory | Paul Nikolai

Paul Nikolai MBA, CFP^®

Director in Wealth Management, Partner

Jordan Overby

Jordan Overby CFP^®

Manager in Wealth Management

Los Angeles | Director - Wealth Management | Song Park

Song Park

Director in Wealth Management, Partner

Milwaukee | Director - Investment Advisory | John P. Petrie

John P. Petrie CPA, CFP^®, CIMA^®

Managing Director in Total Wealth Management, Partner

Petrie

Mark D. Petrie CFA^®, CFP^®

Director in Wealth Management, Partner

Talia Pierluissi CFP^®, MBA

Director in Wealth Management, Partner

Melissa Punim JD, LL.M.

Director in Strategic Planning, Partner

Myles D. Rush CFP^®, M.S.

Director in Wealth Management, Partner

San Francisco | Director - Wealth Management | Greg Schick

Greg Schick CFP^®

Director in Wealth Management, Partner

Peter Schwartz CIMA^®

Director in Wealth Management, Partner

Jason Shemtob MSF, CFP^®

Manager in Wealth Management

Adam Stanley Manager Investment Advisory Aspiriant Image

Adam Stanley CFP^®, CIMA^®, MBA

Director in Wealth Management, Partner

Los Angeles | Director - Strategic Planning | Clay R. Stevens

Clay R. Stevens JD, LL.M.

Director in Strategic Planning, Partner

Mindy Tankel

Mindy Tankel CFP^®

Manager in Wealth Management

Tom Tracy | Aspiriant Chief Client Officer

Tom Tracy MBA, CFA^®, CFP^®

Chief Client Officer, Partner

Minneapolis Director - Investment Advisory | Bradley A. Weber

Bradley A. Weber CPA

Director in Wealth Management, Partner

Michael Weissman CFP^®, CIMA^®

Director in Wealth Management, Partner

Orin Winick

National Director - Investment Advisory

Regina Wohl | Manager of Wealth Management at Aspiriant

Regina Wohl CFA^®, MBA

Manager in Investment Advisory