Guest Speakers: Sandi Bragar,CFP®, Managing Director ‑ Planning Strategy & Research, Partner at Aspiriant & Cammie Doder, Chief Marketing Officer, Partner at Aspiriant
Host: Melissa Mitchell-Blitch, MS, MA, Family Business and Family Wealth Consultant, Founder, Eredita Consulting
Description: Sandi Bragar and Cammie Doder will share how they’re using the podcast format to encourage people to talk more and learn about money through their Money Tales project. They’ll discuss how facilitating money conversations in this way is helping their clients, careers, business and listeners. And, Sandi and Cammie hope to inspire you to use your skill sets and superpowers to help those in your sphere have more productive money conversations.
Cammie joined Aspiriant in 2005, originally responsible for sales and marketing. In 2016, she was chosen to take the firm’s marketing direction to a higher level and lead a team of professionals on a variety of initiatives.
Cammie is a marketer at heart, working in a client-centric, fiduciary-focused firm, which means the she is a listener, educator and advocate, first and foremost. Cammie is passionate about empowering our current and prospective clients by helping them navigate the murky waters of the industry to make informed decisions about their financial lives.
As the Chief Marketing Officer and a partner of Aspiriant, Cammie works to ensure consistency across the Aspiriant brand, highlighting the warmth, passion and forward-thinking approach we bring to wealth management. Her role spans across branding, digital, content, client experience, inbound marketing, automation and messaging. Cammie believes the Aspiriant secret needs to be shared with more people and looks to connect with the next client whose goals we can help them achieve.
Cammie earned a B.S. degree in Business from the University of Southern California and an M.B.A. from The Anderson School at University of California-Los Angeles.
Outside the office, Cammie spends time with her husband and two daughters. They are either enjoying their local environs or visiting family in Southern California, on the East Coast or in Ireland.
Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002. In addition to serving clients, Sandi is a Managing Director of Aspiriant’s Planning Strategy & Research team. She is responsible for creating best practices that help clients navigate the complex facets of their financial lives. Sandi works with our advisors to hone their understanding of both the technical and emotional spectrums of wealth by creating practices that break down challenging topics into a digestible format and provide context and clarity every step of the way.
Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm’s Personal Financial Counseling practice, providing income and estate tax planning services to senior corporate executives and other high net-worth individuals. Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program.
Sandi is also a member of the Purposeful Planning Institute and chaired the Experience Expedition for the 2020 and 2021 RendeZoom events. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, the Wall St. Journal, and the San Francisco Chronicle.
Sandi holds a B.A. degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial PlannerTM credential in 1999. Sandi is a member of the Board of Directors at at the Jewish Community Relations Council of San Francisco. She also serves on the Investment Committee of Kiddo!, the Mill Valley Schools Community Foundation.