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Many jobs are gone forever: What now? by 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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KGott-IN

Steve Jobs’ Heirs Have Reason to Sell Apple and Disney featuring Kacy Gott

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Our Team > Wealth Managers

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]
LFitz-Web
Linda Fitz, CFP®
Director - Wealth Management, Principal[bio]
MFitzhugh-Web2
Mike Fitzhugh, MBA, CFP®, CPA (inactive)
Director - Wealth Management, 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]
TKochis-Web
Tim Kochis, JD, MBA, CFP®
President - International Ventures, Principal[bio]
GKing-Web
Ginny King, JD
Director – Wealth Management, Principal[bio]
NMichelini-Web
Nikki Michelini, CPA
Director - Wealth Management, Principal[bio]
DNastasi-Web
Dionne Nastasi
Director - Wealth Management, Principal[bio]
SPark-Web
Song Park
Director - Wealth Management, Principal[bio]
GSchick-Web
Greg Schick, CFP®
Director - Wealth Management, 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]
JZaloudek-Web2
Jane M.H. Zaloudek, MBA, CFP®
Director - Wealth Management, Principal[bio]
Leigh Shimamoto, JD, CFP®
Manager – Wealth Management
Leigh joined Aspiriant as a Financial Planner in 2005.  She was promoted to the position of Manager in the Wealth Management department in January 2008. Prior...
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Lindsey Cornell, CFP®
Senior Associate - Wealth Management
Lindsey joined Aspiriant in March 2007 as a member of the Investment Operations team, she was promoted to Associate - Wealth Management in 2011.  She...
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Lani Kapur
Senior Associate - Wealth Management
Lani joined Aspiriant in September of 2007 as a Specialist in the Investment Operations department.  In February 2010, she joined the wealth planning department as...
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Michael J. Lewis, CFP®
Associate - Wealth Management
Michael joined Aspiriant in December 2008 as an Associate Wealth Manager. Prior to joining the firm, he worked as a project manager in the importing industry...
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Luis Sandoval
Assistant - Wealth Management
  • Financial services administration since 2003
  • Luis is an avid boxing fan
Kim Vu
Senior Associate – Wealth Management
Kim joined Aspiriant in September 2007.  As a Wealth Management Associate, Kim is responsible for assisting with clients’ financial management and tax related matters. Prior to...
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