Client Login
The Client Experience
|
Everything Else
Why We’re Unusual
|
Our Exceptional People
|
Management
|
Partners
|
Advisors
|
Investment Team
|
Distinguished Alums
|
By Office
|
Los Angeles
|
San Francisco
|
New York
|
Boston
|
Minneapolis
|
Milwaukee
|
Cincinnati
|
Orange County
|
San Diego
|
Silicon Valley
|
Austin
|
What Exactly We Do
|
Offices Coast-to-Coast
|
News & Blog
|
Start a Dialogue
Management
|
Partners
|
Advisors
|
Investment Team
|
Distinguished Alums
|
By Office
|
Los Angeles
|
San Francisco
|
New York
|
Boston
|
Minneapolis
|
Milwaukee
|
Cincinnati
|
Orange County
|
San Diego
|
Silicon Valley
|
Austin
|
Partners:
Meet the owners.
Rob Francais
CPA
Chief Executive Officer, Partner
Profile
John Allen
CFA
®
, CAIA
Chief Investment Officer, Partner
Profile
Ken Anderson
JD
Director in Wealth Management, Partner
Profile
Michael S. Angell
CPA
Director in Wealth Management, Partner
Profile
Lisa Barnea
Director in Finance, Partner
Profile
Ryan P. Benson
CPA, CFP
®
Director in Wealth Management, Partner
Profile
Karen Blodgett
MBA, CFP
®
Director in Wealth Management, Partner
Profile
Sandi Bragar
CFP
®
Managing Director in Planning Strategy & Research, Partner
Profile
Marc Castellani
CFA
®
, CAIA, CIMA
®
Managing Director in Investment Strategy & Research, Partner
Profile
Lisa Colletti
JD, CFP
®
Managing Director in Planning Strategy & Research, Partner
Profile
John Collins
MBA, CFA
®
Director in Wealth Management, Partner
Profile
Sandra Conners
CPA, CFP
®
, CDFA™
Director in Wealth Management, Partner
Profile
Devin Cruise
MBA, CFP
®
Manager in Wealth Management, Partner
Profile
Kelly Cruz
JD
Director in Strategic Planning, Partner
Profile
Helen A. Dietz
CFP
®
Director in Wealth Management, Partner
Profile
Cammie Doder
MBA
Director of Marketing, Partner
Profile
Sherri Dorton
Director of Human Resources, Partner
Profile
Raymond Edwards
CPA
National Technical Tax Director, Partner
Profile
Gregory P. Fasig
CFA
®
, CFP
®
Director in Wealth Management, Partner
Profile
Mike Fitzhugh
MBA, CFP
®
Director in Wealth Management, Partner
Profile
Carl Forster
Director in Investment Advisory, Partner
Profile
Lorraine Fox
MBA
Director in Wealth Management, Partner
Profile
Michael V. Glowacki
MBT
Director in Wealth Management, Partner
Profile
Brett Gookin
JD, CFP
®
Director in Wealth Management, Partner
Profile
David Grecsek
MBA, CFA
®
Managing Director in Investment Strategy & Research, Partner
Profile
Andy Hamilton
CFP
®
Director in Wealth Management, Partner
Profile
Doug Hendrickson
Chief Financial Officer, Partner
Profile
Lani Kapur
CFP
®
Director in Wealth Management, Partner
Profile
Phil J. Kastenholz
CPA, CFA
®
Director in Investment Strategy & Research, Partner
Profile
Young Kim
Managing Director of Investment Operations, Partner
Profile
Ginny King
JD
Director in Wealth Management, Partner
Profile
John Kirkpatrick
MBA
Director in Wealth Management, Partner
Profile
Jason Kiss
CFA
®
, CFP
®
, CAIA
Director in Wealth Management, Partner
Profile
Linda K. Kitchens
CFP®
Director in Wealth Management, Partner
Profile
Michael Kossman
CPA
Chief Operating Officer and Chief Compliance Officer, Partner
Profile
Mary Ellen Krueger
CIMA
®
Director in Wealth Management, Partner
Profile
Nathan S. Kublank
CFP
®
, CPWA
®
, AEP
®
Director in Wealth Management, Partner
Profile
Nayan Lapsiwala
CFP
®
, CFA
®
, CAIA
℠
Director in Wealth Management, Partner
Profile
Sam Lee
MBA
Director in Investment Advisory, Partner
Profile
Bret Magpiong
MBA, CPA
Chief Practice Officer, Partner
Profile
Nikki Michelini
CPA
Director in Wealth Management, Partner
Profile
Natalie Morrella
CFP
®
Manager in Wealth Management, Partner
Profile
David Muchow
MBA, CFP
®
Director in Wealth Management, Partner
Profile
Gavin Neil
CFA, CFP
®
, MSFA
Manager in Wealth Management, Partner
Profile
Ryan T. Nelson
Manager in Investment Advisory, Partner
Profile
Paul Nikolai
MBA, CFP
®
Director in Wealth Management, Partner
Profile
Peter Northrop
Director in Investment Operations, Partner
Profile
Song Park
Director in Wealth Management, Partner
Profile
Phillip Parkerson
Director in Investment Operations, Partner
Profile
John P. Petrie
CPA, CFP
®
, CIMA
®
Director in Wealth Management, Partner
Profile
Mark D. Petrie
CFA
®
, CFP
®
Director in Wealth Management, Partner
Profile
Talia Pierluissi
CFP
®
, MBA
Director in Wealth Management, Partner
Profile
Marc Primiani
JD, LL.M
General Counsel and Director in Strategic Planning, Partner
Profile
Melissa Punim JD, LL.M.
Director in Strategic Planning, Partner
Profile
Myles D. Rush
CFP
®
, M.S.
Director in Wealth Management, Partner
Profile
Greg Schick
CFP
®
Director in Wealth Management, Partner
Profile
Ben Schmidt
Director in Aspiriant Funds, Partner
Profile
Peter Schwartz
CIMA
®
Director in Wealth Management, Partner
Profile
Adam Stanley
CFP
®
, CIMA
®
, MBA
Director in Wealth Management, Partner
Profile
Clay R. Stevens
JD, LL.M.
Director in Strategic Planning, Partner
Profile
Tom Tracy
MBA, CFA
®
, CFP
®
Chief Client Officer, Partner
Profile
Bradley A. Weber
CPA
Director in Wealth Management, Partner
Profile
Michael Weissman
CFP
®
, CIMA
®
Director in Wealth Management, Partner
Profile
Jane Zaloudek
MBA, CFP
®
Director in Wealth Management, Partner
Profile