Austin Anthony, CFP®

Wealth Counselor

As a member of Versant’s wealth management team I work in the core areas of financial planning and investment portfolio development. This role includes client fact-finding, data analysis, and tracking clients’ analytics to ensure that comprehensive planning has been accomplished.

I joined Versant Capital Management in 2021, working remotely at first during the pandemic. A few months later, I was happy to be collaborating with the Versant team in person. Before joining Versant, I was with Pathstone, an advisory firm and was in the Potomac, MD office. I started there as an associate and rose to a senior advisor, working on the investment advisory team with the firm’s managing directors.

A graduate of the Pamplin College of Business at Virginia Tech, I majored in finance with a B.S. degree in business and a minor in Spanish. While in school, I took a concentration in Financial Planning within the finance department.

I am a CERTIFIED FINANCIAL PLANNER® and am committed to helping people understand and progress toward a strong financial future. The thing that excites me is the ability to spread financial literacy and help as many people as possible achieve their financial goals. Financial planning should not involve a one size fits all approach, and I enjoy the challenge of solving complex needs for clients and building a plan that works best for them.

Growing up in northern Virginia, I am an avid DC sports fan and enjoy exploring new places and cultures with my fiancée. When not helping people plan for their financial futures, I can be found hiking, skiing, in a CrossFit gym, or playing a game of pickup basketball.

Brandon Yee