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From the Newsroom

How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors

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Aspiriant PAM Award

Aspiriant wins PAM  2012 Award – Best Private Wealth Manager – Client Service – Over $5B

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BARRON’S Top 100 Independent Advisors 2011, CEO, Rob Francais (#18!) and COO, Tom Tracy (#23!) rank in the top tier!

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Our Team > Principals

KAnderson-Web
Ken Anderson, JD
Director - Wealth Management, Principal[bio]
MAngell-Web
Mike Angell, CPA
Director – Wealth Management, Principal[bio]
KBlodgett
Karen Blodgett, MBA, CFP®
Director – Wealth Management, Principal[bio]
SBragar-Web
Sandi Bragar, CFP®
Director – Wealth Management, Principal[bio]
CDoder-Web
Cammie Doder, MBA
Director - Business Development, Principal[bio]
SDorton-Web
Sherri Dorton
Director - Human Resources & Administration, Principal[bio]
LFitz-Web
Linda Fitz, CFP®
Director - Wealth Management, Principal[bio]
MFitzhugh-Web2
Mike Fitzhugh, MBA, CFP®, CPA (inactive)
Director - Wealth Management, Principal[bio]
CForster-Web2
Carl Forster
Director – Investment Advisory, Principal[bio]
RFrancais-Web
Rob Francais, CPA
Chief Executive Officer, Principal[bio]
BGookin-Web2
Brett Gookin, JD, CFP®
Director – Wealth Management, Principal[bio]
KGott-Web
Kacy Gott, CFP®
Chief Planning Officer, Principal[bio]
AHamilton-Web
Andy Hamilton, CFP®
Director - Wealth Management, Principal[bio]
JKenning-Web
Jennifer Kenning
Director - Wealth Management, Principal[bio]
YKim-Web-3
Young Kim
Director - Investment Operations, Principal[bio]
TKochis-Web
Tim Kochis, JD, MBA, CFP®
President - International Ventures, Principal[bio]
GKing-Web
Ginny King, JD
Director – Wealth Management, Principal[bio]
MKossman-Web
Michael Kossman
Chief Financial Officer and Chief Compliance Officer, Principal[bio]
SLee-Web2
Sam Lee, MBA
Manager – Investment Advisory, Principal[bio]
NMichelini-Web
Nikki Michelini, CPA
Director - Wealth Management, Principal[bio]
EMontgomery-Web3
Eric Montgomery
Director - Finance and Administration, Principal[bio]
DNastasi-Web
Dionne Nastasi
Director - Wealth Management, Principal[bio]
SPark-Web
Song Park
Director - Wealth Management, Principal[bio]
MPrimiani-Web
Marc Primiani, JD, LL.M
General Counsel and Director - Strategic Planning, Principal[bio]
GSchick-Web
Greg Schick, CFP®
Director - Wealth Management, Principal[bio]
CStevens-Web
Clay R. Stevens, JD, LL.M
Director - Strategic Planning, Principal[bio]
JThomas-Web
Jason T. Thomas, PH.D., CFA
Chief Investment Officer, Principal[bio]
TTracy-Web
Tom Tracy, MBA, CFA, CFP®
Chief Operating Officer, Principal®[bio]
BWagman-Web
Bob Wagman, JD, MBA
Chief Strategy Officer, Principal[bio]
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Jane M.H. Zaloudek, MBA, CFP®
Director - Wealth Management, Principal[bio]