Advisors: At the service of your dreams.

Ken Anderson JD
Director in Wealth Management, Principal

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Michael S. Angell CPA
Director in Wealth Management, Principal

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Aspiriant Manager in Wealth Management

Ryan P. Benson CPA, CFP®
Manager in Wealth Management, Principal

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

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

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Lisa Colletti Director - Wealth Management | Aspiriant

Lisa Colletti JD, CFP®
Managing Director in Planning Strategy & Research, Principal

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Sandra Conners CPA, CFP®, CDFA™
Director in Wealth Management, Principal

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Devin Cruise MBA
Manager in Investment Advisory

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

Kelly Cruz JD
Director in Strategic Planning, Principal

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Helen Dietz | Director of Wealth Management, Principal

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

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Gregory P. Fasig CFA®, CFP®
Director in Investment Advisory, Principal

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

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Lorraine Fox | Director - Wealth Management | Aspiriant

Lorraine Fox MBA
Director in Wealth Management, Principal

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Don Gettinger JD, CFP®, MA
Director in Wealth Management

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Michael V. Glowacki CPA, CFP®, MBT
Director in Wealth Management, Principal

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

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Andy Hamilton CFP®
Director in Wealth Management, Principal

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Neil C. Hokanson CFP®, MBA
Director in Wealth Management, Principal

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Lani Kapur CFP®
Manager in Wealth Management, Principal

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Ginny King JD
Director in Wealth Management, Principal

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John Kirkpatrick MBA
Director in Wealth Management, Principal

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Jason Kiss | DIrector - Wealth Management | Aspiriant

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

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Linda K. Kitchens CFP®
Director in Wealth Management, Principal

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Mary Ellen Krueger CIMA®
Director in Investment Advisory, Principal

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Nathan S. Kublank CFP®, CPWA®, AEP®
Director in Investment Advisory, Principal

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Nayan Lapsiwala | Director of Wealth Management at Aspiriant

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

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Cliff Loh CFP®
Manager in Wealth Management

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Corey Mader CFA
Manager in Investment Advisory

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Los Angeles | Director - Wealth Management | Nikki Michelini

Nikki Michelini CPA
Director in Wealth Management, Principal

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Natalie Morella

Natalie Morrella CFP®
Manager in Wealth Management, Principal

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David Muchow MBA, CFP®
Director in Investment Advisory, Principal

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Gavin Neil CFA, CFP®, MSFA
Manager in Wealth Management

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Michelle Nguyen CPA, CFP®
Manager in Wealth Management

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Cincinnati | Director - Investment Advisory | Paul Nikolai

Paul Nikolai MBA, CFP®
Director in Investment Advisory, Principal

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Los Angeles | Director - Wealth Management | Song Park

Song Park
Director in Wealth Management, Principal

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Milwaukee | Director - Investment Advisory | John P. Petrie

John P. Petrie CPA, CFP®, CIMA®
Director in Investment Advisory, Principal

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Petrie

Mark D. Petrie CFA®, CFP®
Director in Investment Advisory, Principal

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Talia Pierluissi CFP®, CDFA, MBA
Director in Wealth Management, Principal

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Melissa Punim JD, LL.M.
Manager in Strategic Planning, Principal

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Myles D. Rush CFP®, M.S.
Director in Wealth Management, Principal

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San Francisco | Director - Wealth Management | Greg Schick

Greg Schick CFP®
Director in Wealth Management, Principal

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Peter Schwartz CIMA®
Director in Investment Advisory, Principal

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Adam Stanley Manager Investment Advisory Aspiriant Image

Adam Stanley CFP®, CIMA®, MBA
Director in Investment Advisory, Principal

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

Clay R. Stevens JD, LL.M.
Director in Strategic Planning, Principal

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Minneapolis Director - Investment Advisory | Bradley A. Weber

Bradley A. Weber CPA
Director in Investment Advisory, Principal

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Michael Weissman CFP®, CIMA®
Director in Investment Advisory, Principal

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Orin Winick
National Director of Investment Advisory

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Regina Wohl | Manager of Wealth Management at Aspiriant

Regina Wohl CFA®, MBA
Manager in Wealth Management

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Jane Zaloudek | Director - Wealth Management | San Francisco

Jane Zaloudek MBA, CFP®
Director in Wealth Management, Principal

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