Owners in it
for the long haul.

Meet the Aspiriant Partners

Rob Francais

Rob Francais CPA

Chief Executive Officer

Member of Board of Directors

Partner

John Allen

John Allen CFA®, CAIA

Chief Investment Officer

Partner

Michael S. Angell

Michael S. Angell CPA

Director in Wealth Management

Partner

Ami S. Aranha

Ami S. Aranha CFP®, JD

Director in Wealth Management

Partner

Dawn Baca

Dawn Baca JD, LL.M.

Director in Strategic Planning

Partner

Lisa Barnea

Lisa Barnea

Director in Finance

Partner

Ryan P. Benson

Ryan P. Benson CFP®, CPA

Director in Wealth Management

Member of Board of Directors

Partner

Karen Blodgett

Karen Blodgett CFP®, MBA

Chair of the Board of Directors

Director in Wealth Management

Partner

Lynne Born

Lynne Born

Chief Practice Officer

Partner

Laura Boucher

Laura Boucher MBA, CPA

Manager in Fund Administration

Partner

Sandi Bragar

Sandi Bragar CFP®

Chief Client Officer

Partner

Marc Castellani

Marc Castellani CFA®, CAIA, CIMA®

Managing Director in Investment Strategy & Research

Member of Board of Directors

Partner

Daniella Chuckran

Daniella Chuckran MBA

Director of Marketing

Partner

Lisa Colletti

Lisa Colletti CFP®, JD

Managing Director in Exclusive Family Office

Partner

Sandra Conners

Sandra Conners CFP®, CDFA®, CPA

Director in Wealth Management

Partner

Devin Cruise

Devin Cruise MBA, CFP®

Director in Wealth Management

Partner

Helen A. Dietz

Helen A. Dietz CFP®

Managing Director in Total Wealth Management

Partner

Cammie Doder

Cammie Doder MBA

Chief Marketing Officer

Partner

Michelle Eversman

Michelle Eversman CFP®, CPA

Director in Wealth Management

Partner

Gregory P. Fasig

Gregory P. Fasig CFA®, CFP®

Director in Wealth Management

Partner

Mike Fitzhugh

Mike Fitzhugh MBA, CFP®

Director in Wealth Management

Partner

Lindsay Fleming

Lindsay Fleming

Director in Client Service Operations

Partner

Carl Forster

Carl Forster

Director in Investment Advisory

Partner

Shanda Gentry

Shanda Gentry IACCP®

Chief Compliance Officer

Partner

Brett Gookin

Brett Gookin JD, CFP®

Director in Wealth Management

Partner

David Grecsek

David Grecsek MBA, CFA®

Managing Director in Investment Strategy & Research

Partner

Teresa Greenip

Teresa Greenip CFP®

Manager in Wealth Management

Partner

Andy Hamilton

Andy Hamilton CFP®

Director in Wealth Management

Partner

Summer Hammons

Summer Hammons PHR

Chief People Officer

Partner

Doug Hendrickson

Doug Hendrickson MBA

Chief Financial Officer

Partner

Paul Hynes

Paul Hynes CFP®

Director in Wealth Management

Partner

Lani Kapur

Lani Kapur CFP®

Director in Wealth Management

Partner

Phil J. Kastenholz

Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research

Partner

Stephen Kawasaki

Stephen Kawasaki CFA®, CAIA, CFP®

Manager in Investment Strategy & Research

Partner

Young Kim

Young Kim

Managing Director in Client Service Operations

Partner

Ginny King

Ginny King JD

Director in Wealth Management

Partner

John Kirkpatrick

John Kirkpatrick MBA

Director in Wealth Management

Partner

Jason Kiss

Jason Kiss CFP®, CAIA, CFA®

Director in Wealth Management

Partner

Linda K. Kitchens

Linda K. Kitchens CFP®

Director in Wealth Management

Partner

Camila Kremer

Camila Kremer CFA®, CAIA

Partner

Senior Research Analyst in Investment Strategy & Research

Mary Ellen Krueger

Mary Ellen Krueger CIMA®

Director in Wealth Management

Partner

Nathan S. Kublank

Nathan S. Kublank CFP®, AEP®, CPWA®

Director in Wealth Management

Partner

Nayan Lapsiwala

Nayan Lapsiwala CFP®, CAIA, CFA®

Director in Wealth Management

Partner

Sam Lee

Sam Lee MBA

Director in Investment Advisory

Partner

Cliff Loh

Cliff Loh CFP®

Director in Wealth Management

Partner

Corey Mader

Corey Mader CFA®

Director in Wealth Management

Partner

Natalie Morrella

Natalie Morrella CFP®

Director in Wealth Management

Partner

David Muchow

David Muchow MBA, CFP®

Director in Wealth Management

Partner

Christopher Murray

Christopher Murray CGMA

Partner

Practice Leader in Tax Services

Gavin Neil

Gavin Neil CFA®, CFP®, MSFA

Director in Wealth Management

Partner

Ryan T. Nelson

Ryan T. Nelson CFA®

Director in Investment Advisory

Partner

Paul Nikolai

Paul Nikolai CFP®, MBA

Director in Wealth Management

Partner

Peter Northrop

Peter Northrop

Director in Client Service Operations

Partner

Jordan Overby

Jordan Overby CFP®

Director in Wealth Management

Partner

Song Park

Song Park

Director in Wealth Management

Partner

Phillip Parkerson

Phillip Parkerson

Director in Client Service Operations

Partner

John P. Petrie

John P. Petrie CFP®, CIMA®, CPA

Managing Director in Total Wealth Management

Partner

Mark D. Petrie

Mark D. Petrie CFP®, CFA®

Director in Wealth Management

Partner

Talia Pierluissi

Talia Pierluissi CFP®, MBA

Director in Wealth Management

Partner

Melissa Punim

Melissa Punim JD, LL.M.

Director in Strategic Planning

Partner

Myles D. Rush

Myles D. Rush CFP®, MS

Director in Wealth Management

Partner

Nick Ruzette

Nick Ruzette CFP®

Manager in Wealth Management

Partner

Greg Schick

Greg Schick CFP®

Director in Wealth Management

Partner

Ben Schmidt

Ben Schmidt

Director in Aspiriant Funds

Partner

Peter Schwartz

Peter Schwartz CIMA®

Director in Wealth Management

Partner

Matthew Sharp

Matthew Sharp CFP®

Manager in Wealth Management

Partner

Jason Shemtob

Jason Shemtob CFP®, MSF

Director in Wealth Management

Partner

Adam Stanley

Adam Stanley CFP®, CIMA®, MBA

Director in Wealth Management

Partner

Clay R. Stevens

Clay R. Stevens JD, LL.M.

Director in Strategic Planning

Partner

Mike Stok

Mike Stok

Director of Tax Services

Partner

Mindy Tankel

Mindy Tankel CFP®

Director in Wealth Management

Partner

Tom Tracy

Tom Tracy CFA®, CFP®, MBA

Managing Director in Planning Strategy & Research

Member of Board of Directors

Partner

Jenny Tsai

Jenny Tsai CPA, IFRS

Controller in Finance

Partner

Jan Vega

Jan Vega CFP®, CTFA, MBA

Director in Wealth Management

Partner

Bradley A. Weber

Bradley A. Weber CPA

Director in Wealth Management

Partner

Michael Weissman

Michael Weissman CFP®, CIMA®

Director in Wealth Management

Partner

Wendy Wildey

Wendy Wildey

Director in Project Management

Partner

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