National Leadership Team: a potent mix of vision, strategy and innovation.

Leading a new kind of wealth management firm requires more than the oversight of a chief executive officer or fiscal management by the chief financial officer.

An exceptional firm takes an exceptional team of people — with a variety of management skills and experiences in their own disciplines — to build a wealth management culture that will last for generations to come.

Clients come first. So the team includes some of the brightest minds in the specialties we offer — Total Wealth Management, and Exclusive Family Office. We add visionaries in financial planning, investing and execution. Our investment leadership provides clients with a steady hand of calm across all market cycles by building globally diversified, value-tilted, long-term investment portfolios that help clients meet financial goals over many decades.

To assure we uphold the highest integrity in everything we do, compliance is an important part of our leadership. We attract the best talent and support our people with compassionate human resources. And we build our reputation and share our expertise to the public through brilliant marketing initiatives. And, of course, we keep the ship right with precision acumen in finance.

Our leadership team of 14 is guided by a chief executive who three decades ago had the vision to create a wealth management firm that provides a higher level of advisory service to affluent people and helps them align their assets with their life goals and dreams. He doesn’t tell the team what to do; he allows the team to tell him what we should do to be the best in the business. To play bigger. To take things to the next level.

Together, these veteran professionals form the foundation that empowers our 200-plus employees nationwide to put clients first and present to you an independent advisory firm like you’ve never seen before.

Click on their profiles to learn more about the talents our National Leadership Team brings to Aspiriant.

Rob Francais CPA
Chief Executive Officer, Partner

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John Allen CFA®, CAIA
Chief Investment Officer, Partner

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

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Cammie Doder MBA
Chief Marketing Officer, Partner

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Shanda Gentry
Managing Director of Compliance & Records Management

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Summer Hammons PHR
Chief People Officer

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Doug Hendrickson
Chief Financial Officer, Partner

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Young Kim
Managing Director of Investment Operations, Partner

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Michael Kossman CPA
Chief Operating Officer and Chief Compliance Officer, Partner

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Bret Magpiong MBA, CPA
Chief Practice Officer, Partner

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

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Marc Primiani JD, LL.M
General Counsel and Director in Strategic Planning, Partner

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

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Orin Winick
National Director of Investment Advisory, Partner

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