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From the Newsroom
[VIDEO] Aspiriant’s Investment Philosophy featuring Jason Thomas, Chief Investment Officer
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[VIDEO] Animated Introduction to Aspiriant – Achieve more.
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WSJ WEALTH ADVISER: New Wave of Techno-Rich More Open to Advice featuring Rob Francais
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Our Team > Principals
Ken Anderson, JD
Director - Wealth Management, Principal[bio]
Mike Angell, CPA
Director – Wealth Management, Principal[bio]
John P. Basford
Director – Investment Advisory, Principal[bio]
Karen Blodgett, MBA, CFP®
Director – Wealth Management, Principal[bio]
Sandi Bragar, CFP®
Director – Wealth Management, Principal[bio]
Lisa M. Colletti, JD, CFP®
Director – Wealth Management[bio]
John J. Collins, CFA
Director – Investment Advisory, Principal[bio]
Cammie Doder, MBA
Director - Business Development, Principal[bio]
Sherri Dorton
Director - Human Resources & Administration, Principal[bio]
Gregory P. Fasig, CFA, CFP®
Director – Investment Advisory, Principal[bio]
Linda Fitz, CFP®
Director - Wealth Management, Principal[bio]
Mike Fitzhugh, MBA, CFP®, CPA (inactive)
Director - Wealth Management, Principal[bio]
Carl Forster
Director – Investment Advisory, Principal[bio]
Rob Francais, CPA
Chief Executive Officer, Principal[bio]
Jeff Gadacz, CPA, CIMA®
Manager – Investment Advisory, Principal[bio]
Brett Gookin, JD, CFP®
Director – Wealth Management, Principal[bio]
Kacy Gott, CFP®
Chief Planning Officer, Principal[bio]
Andy Hamilton, CFP®
Director - Wealth Management, Principal[bio]
Phil J. Kastenholz, CPA, CFA, CFP®
Director – Investment Advisory, Principal[bio]
Jennifer Kenning
Director - Wealth Management, Principal[bio]
Young Kim
Director - Investment Operations, Principal[bio]
Tim Kochis, JD, MBA, CFP®
President - International Ventures, Principal[bio]
Ginny King, JD
Director – Wealth Management, Principal[bio]
Michael Kossman
Chief Financial Officer and Chief Compliance Officer, Principal[bio]
Mary Ellen Krueger, CIMA®
Director – Investment Advisory, Principal[bio]
Sam Lee, MBA
Manager – Investment Advisory, Principal[bio]
Nikki Michelini, CPA
Director - Wealth Management, Principal[bio]
Eric Montgomery
Director - Finance and Administration, Principal[bio]
David E. Muchow, MBA
Manager – Investment Advisory, Principal[bio]
Dionne Nastasi
Director - Wealth Management, Principal[bio]
Paul J. Nikolai, CFP®
Director – Investment Advisory, Principal[bio]
Song Park
Director - Wealth Management, Principal[bio]
John P. Petrie, CPA, CFP®, CIMA®
Director – Investment Advisory, Principal[bio]
Lauren Pressman, MBA
Director - Investment Research, Principal[bio]
Marc Primiani, JD, LL.M
General Counsel and Director - Strategic Planning, Principal[bio]
Timothy K. Reynolds, MSFS, CLU, ChFC, CFP®, CIMA®
Director – Investment Advisory, Principal[bio]
Greg Schick, CFP®
Director - Wealth Management, Principal[bio]
Peter Schwartz, CIMA®
Director – Investment Advisory, Principal[bio]
Clay R. Stevens, JD, LL.M
Director - Strategic Planning, Principal[bio]
Jason T. Thomas, PH.D., CFA
Chief Investment Officer, Principal[bio]
Tom Tracy, MBA, CFA, CFP®
Chief Operating Officer, Principal®[bio]
Bob Wagman, JD, MBA
Chief Strategy Officer, Principal[bio]
Bradley A. Weber, CPA
Director – Investment advisory, Principal[bio]
Michael Weissman, CFP®, CIMA®
Director – Investment Advisory, Principal[bio]
Jane M.H. Zaloudek, MBA, CFP®
Director - Wealth Management, Principal[bio]