Advisors: Empowering you to live your dreams.

Because of our laser focus on our clients’ well-being, Aspiriant is the firm of choice for the financial industry’s top talent.

We set out to attract the nation’s finest advisory professionals, and then liberated these exceptional people to provide you with an amazing service experience.

Everyone has his or her own story to tell about how and why they became connected to the firm. As a group, their stories create a larger narrative that unfolds in real time as each new member joins the Aspiriant family.

At Aspiriant, you don’t have just one advisor. Nor do you work with whomever is available at the moment to take your call. You have a dedicated team of professionals who work together to create a long-term financial plan that assures your financial assets are well positioned to help you achieve your life goals for yourself and your family, for today and tomorrow.

But beyond your personal team, the entire firm works for every client. So you can tap an array of specialists — investment management, estate planning, business succession, philanthropy planning, tax services, liquidity event planning, equity compensation guidance and more. This is what holistic wealth planning is all about.

Our team of advisors serve clients from 11 locations nationwide. Collectively, they hold varied professional designations, such as Charted Financial Analyst®, Certified Financial Planner™ and Certified Public Accountant. Each and every one of them adheres to the highest fiduciary standard to act in your best interests.

Together, we created a culture united in its dedication to helping you feel empowered to live your ideal life. You’ll feel confident that as your world changes, your wealth plan can evolve with you.

Click on each advisor’s profile to learn more about their individual talents and experiences they bring to Aspiriant.

Ken Anderson JD
Director in Wealth Management, Partner

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Michael S. Angell CPA
Director in Wealth Management, Partner

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Ami S. Aranha CFP®, J.D.
Director in Wealth Management

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Ryan P. Benson CPA, CFP®
Director in Wealth Management, Partner

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

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

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Lisa Colletti JD, CFP®
Managing Director in Exclusive Family Office, Partner

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John Collins MBA, CFA®
Director in Wealth Management, Partner

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

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Devin Cruise MBA, CFP®
Director in Wealth Management, Partner

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

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Gregory P. Fasig CFA®, CFP®
Director in Wealth Management, Partner

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

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Carl Forster
Director in Investment Advisory, Partner

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Lorraine Fox MBA
Director in Wealth Management, Partner

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

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Angie Grainger CPA/PFS, CFP®
Director in Wealth Management

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Andy Hamilton CFP®
Director in Wealth Management, Partner

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Lani Kapur CFP®
Director in Wealth Management, Partner

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Ginny King JD
Director in Wealth Management, Partner

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John Kirkpatrick MBA
Director in Wealth Management, Partner

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

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

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Mary Ellen Krueger CIMA®
Director in Wealth Management, Partner

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Nathan S. Kublank CFP®, CPWA®, AEP®
Director in Wealth Management, Partner

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

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Sam Lee MBA
Director in Investment Advisory, Partner

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Cliff Loh CFP®
Manager in Wealth Management, Partner

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Corey Mader CFA
Manager in Wealth Management, Partner

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Natalie Morrella CFP®
Director in Wealth Management, Partner

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David Muchow MBA, CFP®
Director in Wealth Management, Partner

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Gavin Neil CFA, CFP®, MSFA
Director in Wealth Management, Partner

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Ryan T. Nelson CFA®
Director in Investment Advisory, Partner

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Michelle Nguyen CPA, CFP®
Manager in Wealth Management, Partner

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Paul Nikolai MBA, CFP®
Director in Wealth Management, Partner

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Jordan Overby CFP®
Manager in Wealth Management

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Song Park
Director in Wealth Management, Partner

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John P. Petrie CPA, CFP®, CIMA®
Managing Director in Total Wealth Management, Partner

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Mark D. Petrie CFA®, CFP®
Director in Wealth Management, Partner

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

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Melissa Punim JD, LL.M.
Director in Strategic Planning, Partner

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Randy Rae CFA, CFP®, MBA
Manager in Investment Advisory

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

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Greg Schick CFP®
Director in Wealth Management, Partner

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Peter Schwartz CIMA®
Director in Wealth Management, Partner

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Jason Shemtob MSF, CFP®
Manager in Wealth Management, Partner

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Adam Stanley CFP®, CIMA®, MBA
Director in Wealth Management, Partner

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

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Mindy Tankel CFP®
Director in Wealth Management, Partner

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Dominique Tauzin JD
Director in Strategic Planning

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Tom Tracy MBA, CFA®, CFP®
Chief Client Officer, Partner

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Jan Vega MBA, CFP®, CTFA
Director in Wealth Management

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Bradley A. Weber CPA
Director in Wealth Management, Partner

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Michael Weissman CFP®, CIMA®
Director in Wealth Management, Partner

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Orin Winick
National Director of Investment Advisory, Partner

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Regina Wohl CFA®, MBA
Manager in Investment Advisory

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