Owners in it
for the long haul.
Meet the Aspiriant Partners

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, CFP®
Manager in Fund Administration
Partner

Sandi Bragar CFP®
Chief Client Officer
Partner

Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research
Member of Board of Directors
Partner

Daniella Chuckran MBA
Director of Marketing
Partner

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

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®
Manager in Wealth Management
Partner

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®
Manager in Investment Strategy & Research
Partner

Young Kim
Managing Director in Client Service Operations
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

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

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

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®, 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

Melissa Punim JD, LL.M.
Director in Strategic Planning
Partner

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

Ben Schmidt
Director in Aspiriant Funds
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

Mike Stok
Director of Tax Services
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

Jenny Tsai CPA, IFRS
Controller in Finance
Partner

Jan Vega CFP®, CTFA, 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
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Advisors