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

John Allen CAIA, CFA®
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, Partner, Member of Board of Directors

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

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

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 – 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
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
Practice Leader in Tax Services, 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

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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