National Leadership Team | Aspiriant Wealth Management

<National Leadership Team | Aspiriant Wealth Management

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

Rob Francais Aspiriant CEO Photo

Rob Francais CPA

Chief Executive Officer, Partner

John Allen CFA^®, CAIA

Chief Investment Officer, Partner

Helen Dietz | Director of Wealth Management, Principal

Helen A. Dietz CFP^®

Managing Director in Total Wealth Management, Partner

IMAGE | Cammie Doder | Aspiriant Director of Business Development | San Francisco

Cammie Doder MBA

National Director of Marketing, Partner

Sherri Dorton

Director of Human Resources, Partner

Shanda Gentry - Aspiriant

Shanda Gentry

Director of Compliance & Records Management

Doug Hendrickson

Chief Financial Officer, Partner

San Francisco | Managing Director - Investment Operations | Young Kim

Young Kim

Managing Director of Investment Operations, Partner

Michael Kossman CPA

Chief Operating Officer and Chief Compliance Officer, Partner

Bret Magpiong | Aspiriant Managing Director of Family Office | Los Angeles

Bret Magpiong MBA, CPA

Chief Practice Officer, Partner

Milwaukee | Director - Investment Advisory | John P. Petrie

John P. Petrie CPA, CFP^®, CIMA^®

Managing Director in Total Wealth Management, Partner

Marc Primiani JD, LL.M

General Counsel and Director in Strategic Planning, Partner

Tom Tracy | Aspiriant Chief Client Officer

Tom Tracy MBA, CFA^®, CFP^®

Chief Client Officer, Partner

Orin Winick

National Director of Investment Advisory, Partner