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Dumb Money

‘Dumb Money’ Flees Muni Funds as Investors Snap Up Single Bonds featuring Jason Thomas

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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 > Strategic Planning

MPrimiani-Web
Marc Primiani, JD, LL.M
General Counsel and Director - Strategic Planning, Principal[bio]
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Clay R. Stevens, JD, LL.M
Director - Strategic Planning, Principal[bio]
Kelly M. Cruz, JD
Manager - Strategic Planning
Kelly joined Aspiriant in 2006 as a Senior Associate in the Strategic Planning group.  Kelly specializes in estate and tax planning for ultra-affluent clients.  She...
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Lisa J. Pickle, Paralegal
Senior Associate - Strategic Planning
  • Certified California Paralegal since 1996
  • Associate Degree from the California Bar Association Accredited Program at El Camino College