Owners in it
for the long haul.

Rob Francais CPA

Chief Executive Officer

Member of Board of Directors

Partner

John Allen CFA®, CAIA

Chief Investment Officer

Partner

Michael S. Angell CPA

Director in Wealth Management

Partner

Ami S. Aranha CFP®, JD

Director in Wealth Management

Partner

Dawn Baca JD, LL.M.

Director in Strategic Planning

Partner

Lisa Barnea

Director in Finance

Partner

Ryan P. Benson CFP®, CPA

Director in Wealth Management

Member of Board of Directors

Partner

Karen Blodgett CFP®, MBA

Chair of the Board of Directors

Director in Wealth Management

Partner

Lynne Born

Chief Practice Officer

Partner

Laura Boucher MBA, CPA

Partner

Senior Manager in Fund Administration

Sandi Bragar CFP®

Chief Client Officer

Partner

Marc Castellani CFA®, CAIA, CIMA®

Chair of the Board of Directors

Managing Director in Private Investments

Partner

Daniella Chuckran MBA

Director of Marketing

Partner

Lisa Colletti CFP®, JD

Managing Director in Exclusive Family Office

Partner

Peter Correia

Director in Accounting and Banking Services

Partner

Devin Cruise MBA, CFP®

Director in Wealth Management

Partner

Helen A. Dietz CFP®

Managing Director in Total Wealth Management

Member of Board of Directors

Partner

Cammie Doder MBA

Chief Marketing Officer

Partner

Michelle Eversman CFP®, CPA

Director in Wealth Management

Partner

Gregory P. Fasig CFA®, CFP®

Director in Wealth Management

Partner

Mike Fitzhugh MBA, CFP®

Director in Wealth Management

Partner

Lindsay Fleming

Director in Client Service Operations

Partner

Carl Forster

Director in Investment Advisory

Partner

Shanda Gentry IACCP®

Chief Compliance Officer

Partner

Brett Gookin JD, CFP®

Director in Wealth Management

Partner

David Grecsek MBA, CFA®

Managing Director in Investment Strategy & Research

Partner

Teresa Greenip CFP®

Partner

Senior Manager in Wealth Management

Andy Hamilton CFP®

Director in Wealth Management

Partner

Summer Hammons PHR

Chief People Officer

Partner

Doug Hendrickson MBA

Chief Financial Officer

Partner

Paul Hynes CFP®

Director in Wealth Management

Partner

Lani Kapur CFP®

Director in Wealth Management

Partner

Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research

Partner

Stephen Kawasaki CFA®, CAIA, CFP®

Partner

Senior Manager in Investment Strategy & Research

Chris Kazmer CPA, CFP®

Director in Wealth Management

Partner

Young Kim

Chief Client Service Operations Officer

Partner

Ginny King JD

Director in Wealth Management

Partner

Mike King JD

Director in Wealth Management

Partner

John Kirkpatrick MBA

Director in Wealth Management

Partner

Jason Kiss CFP®, CAIA, CFA®

Director in Wealth Management

Partner

Linda K. Kitchens CFP®

Director in Wealth Management

Partner

Camila Kremer CFA®, CAIA

Partner

Senior Research Analyst in Investment Strategy & Research

Mary Ellen Krueger CIMA®

Director in Wealth Management

Partner

Nathan S. Kublank CFP®, AEP®, CPWA®

Director in Wealth Management

Partner

Nayan Lapsiwala CFP®, CAIA, CFA®

Director in Wealth Management

Partner

Mike Lavalle JD

General Counsel

Partner

Rachel Lee JD

Director in Strategic Planning

Partner

Sam Lee MBA

Director in Investment Advisory

Partner

Cliff Loh CFP®

Director in Wealth Management

Partner

Corey Mader CFA®

Director in Wealth Management

Partner

Emily McMillen

Partner

Senior Manager in Client Service Operations

Daniel Moas CFP®

Partner

Senior Manager in Wealth Management

Natalie Morrella CFP®

Director in Wealth Management

Partner

David Muchow MBA, CFP®

Director in Wealth Management

Partner

Christopher Murray CGMA

Partner

Practice Leader in Tax Services

Gavin Neil CFA®, CFP®, MSFA

Director in Wealth Management

Partner

Ryan T. Nelson CFA®

Director in Investment Advisory

Partner

Paul Nikolai CFP®, MBA

Director in Wealth Management

Partner

Peter Northrop

Director in Client Service Operations

Partner

Jordan Overby CFP®

Director in Wealth Management

Partner

Song Park

Director in Wealth Management

Partner

Phillip Parkerson

Director in Client Service Operations

Partner

John P. Petrie CFP®, CPA

Managing Director in Total Wealth Management

Partner

Mark D. Petrie CFP®, CFA®

Director in Wealth Management

Partner

Talia Pierluissi CFP®, MBA

Director in Wealth Management

Partner

Melissa Punim JD, LL.M.

Director in Strategic Planning

Partner

Myles D. Rush CFP®, MS

Director in Wealth Management

Partner

Nick Ruzette CFP®

Partner

Senior Manager in Wealth Management

Lina Sanchez ChSNC®, CDFA®

Partner

Senior Manager in Wealth Management

Greg Schick CFP®

Director in Wealth Management

Member of Board of Directors

Partner

Ben Schmidt

Director in Aspiriant Funds

Partner

Peter Schwartz CIMA®

Director in Wealth Management

Partner

Matthew Sharp CFP®

Director in Wealth Management

Partner

Jason Shemtob CFP®, MSF

Director in Wealth Management

Partner

Adam Stanley CFP®, CIMA®, MBA

Director in Wealth Management

Partner

Clay R. Stevens JD, LL.M.

Director in Strategic Planning

Partner

Mike Stok

Director of Tax Services

Partner

Mindy Tankel CFP®

Director in Wealth Management

Partner

Jenny Tsai CPA, IFRS

Controller in Finance

Partner

Jan Vega CFP®, MBA

Director in Wealth Management

Partner

Bradley A. Weber CPA

Director in Wealth Management

Partner

Michael Weissman CFP®, CIMA®

Director in Wealth Management

Partner

Wendy Wildey

Director in Project Management

Partner

Michael Wu CFA®

Director in Investment Advisory

Partner