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®
Manager in Wealth Management
Partner

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®
Manager in Wealth Management
Partner

Lina Sanchez ChSNC®, CDFA®, CEPA®, CSSCS®
Manager – Wealth Management

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