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

Next Up

Advisors