Partners: Owners in it for the long haul.

Aspiriant has built a sustainable ownership model — one that assures independence for generations and aligns the owners’ best interests with yours.

Our pursuit of the “holy grail” of wealth management has attracted an exceptional community of people. This extends to partners who, over the years, have helped shaped everything we do.

While most financial advisory firms of our size sell their company to outside investors or merge with large, public institutions, Aspiriant has powerfully chosen a different path — to pull from its employee base and cycle the ownership of the firm to future generations of leaders, professionals and advisors. Our unique business model is to remain 100% employee-owned because we believe this is the most effective way to remain 100% aligned with the families we serve.

Becoming a partner is more about the future than it is about the past. Over the course of their careers at Aspiriant, every partner has demonstrated their commitment to the firm’s Core Values and sustaining excellent client service for years to come.

Each partner has an impressive list of credentials, diverse backgrounds and experiences that enhance the firm’s culture and dedication to serving high net worth individuals and families with distinction. This team includes not just wealth managers and investment specialists, but also other professionals who together build a strong operational platform so that the rest of the firm can do their best work for the benefit of clients.

All these bright, principled folks have invested themselves in Aspiriant for the long term, so they can focus all their energies on you.

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

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

Daniella Chuckran MBA
Director of Marketing, 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®
Director in Wealth Management, Partner

Profile

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

Profile

Cammie Doder MBA
Chief Marketing Officer, 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

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

Stephen Kawasaki CFA®, CAIA, CFP®
Senior Research Analyst, 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

Cliff Loh CFP®
Manager in Wealth Management, Partner

Profile

Corey Mader CFA
Manager in Wealth Management, Partner

Profile

Bret Magpiong MBA, CPA
Chief Practice Officer, Partner

Profile

Natalie Morrella CFP®
Director in Wealth Management, Partner

Profile

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

Profile

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

Profile

Ryan T. Nelson
Director in Investment Advisory, Partner

Profile

Michelle Nguyen CPA, CFP®
Manager in Wealth Management, 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®
Managing Director in Total 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

Jason Shemtob MSF, CFP®
Manager 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

Mindy Tankel CFP®
Director in Wealth Management, 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

Orin Winick
National Director of Investment Advisory, Partner

Profile