A potent mix of vision,
strategy and innovation.

Meet the Aspiriant national leadership team.

Our People Leadership Partners Advisors Investment Team

More
- Distinguished Alums
- Board of Directors

Locations
- Los Angeles
- San Francisco
- Austin
- Boston
- Cincinnati
- Milwaukee
- Minneapolis
- New York
- Orange County
- San Diego
- Silicon Valley

Rob Francais CPA

Chief Executive Officer, Partner, Member of Board of Directors

John Allen CAIA, CFA®

Chief Investment Officer, Partner

Lynne Born

Chief Practice Officer, Partner

Sandi Bragar CFP®

Chief Client Officer, Partner

Lisa Colletti CFP®, JD

Managing Director in Exclusive Family Office, Partner

Helen A. Dietz CFP®

Managing Director in Total Wealth Management, Partner

Cammie Doder MBA

Chief Marketing Officer, Partner

Shanda Gentry IACCP®

Chief Compliance Officer, Partner

Summer Hammons PHR

Chief People Officer, Partner

Doug Hendrickson MBA

Chief Financial Officer, Partner

Young Kim

Managing Director – Client Service Operations, Partner

John P. Petrie CFP®, CIMA®, CPA

Managing Director in Total Wealth Management, Partner

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