Advisors: Empowering you
to live your dreams.
Meet the Aspiriant Advisors.
Michael S. Angell CPA
Director in Wealth Management
Partner
Ami S. Aranha CFP®, JD
Director in Wealth Management
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
Sandi Bragar CFP®
Chief Client Officer
Partner
Karen Clapp CFP®, JD
Director in Wealth Management
Lisa Colletti CFP®, JD
Managing Director in Exclusive Family Office
Partner
Sandra Conners CFP®, CDFA®, CPA
Director in Wealth Management
Partner
Devin Cruise MBA, CFP®
Director in Wealth Management
Partner
Helen A. Dietz CFP®
Managing Director in Total Wealth Management
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
Carl Forster
Director in Investment Advisory
Partner
Brett Gookin JD, CFP®
Director in Wealth Management
Partner
Teresa Greenip CFP®
Partner
Senior Manager in Wealth Management
Andy Hamilton CFP®
Director in Wealth Management
Partner
Paul Hynes CFP®
Director in Wealth Management
Partner
Lani Kapur CFP®
Director in Wealth Management
Partner
Ginny King JD
Director in Wealth Management
Partner
Mike King JD
Director in Wealth Management
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
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
Sam Lee MBA
Director in Investment Advisory
Partner
Cliff Loh CFP®
Director in Wealth Management
Partner
Corey Mader CFA®
Director in Wealth Management
Partner
Daniel Moas CFP®
Manager in Wealth Management
Natalie Morrella CFP®
Director in Wealth Management
Partner
David Muchow MBA, CFP®
Director in Wealth Management
Partner
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
Jordan Overby CFP®
Director in Wealth Management
Partner
Song Park
Director in Wealth Management
Partner
John P. Petrie CFP®, CIMA®, 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
Randy Rae CFA®, CFP®, MBA
Manager in Investment Advisory
Myles D. Rush CFP®, MS
Director in Wealth Management
Partner
Nick Ruzette CFP®
Partner
Senior Manager in Wealth Management
Lina Sanchez ChSNC®, CDFA®, CEPA®, CSSCS®
Senior Manager in Wealth Management
Greg Schick CFP®
Director in Wealth Management
Member of Board of Directors
Partner
Peter Schwartz CIMA®
Director in Wealth Management
Partner
Matthew Sharp CFP®
Partner
Senior Manager in Wealth Management
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
Mindy Tankel CFP®
Director in Wealth Management
Partner
Jan Vega CFP®, CTFA, MBA
Director in Wealth Management
Partner
Lydia Walz CFP®
Manager – Wealth Management
Bradley A. Weber CPA
Director in Wealth Management
Partner
Michael Weissman CFP®, CIMA®
Director in Wealth Management
Partner
Regina Wohl CFA®, MBA
Senior Manager in Investment Advisory
Michael Wu CFA®
Director in Investment Advisory
Partner
Next Up
Investment Team