Helen A. Dietz

Helen A. Dietz is a Managing Director in Aspiriant's total-wealth-management practice. She advises entrepreneurs, executives and families, including those with concentrated equity and liquidity-event planning needs. She joined through Aspiriant's merger with Stanford Investment Group, where she had been President and Chief Executive Officer since 2004. Her earlier career includes financial planning at Morgan, Olmstead, Kennedy and Gardner. Her company biography lists Rutgers studies and the CFP designation.