Owners in it
for the long haul.

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