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, Partner, Member of Board of Directors

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®

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

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

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®

Manager in Wealth Management, Partner

Greg Schick CFP®

Director in Wealth Management, Partner

Peter Schwartz CIMA®

Director in Wealth Management, Partner

Matthew Sharp CFP®

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

Tom Tracy CFA®, CFP®, MBA

Managing Director in Planning Strategy & Research, Member of Board of Directors, 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

Manager in Investment Advisory

Michael Wu CFA®

Director in Investment Advisory

Next Up

Investment Team