Elizabeth Shabaker, CFP®, CDC®
Chief Executive Officer
Liz specializes in all aspects of wealth management, serving clients through relationships based on mutual trust, integrity, and intimacy. Her expertise with family governance and next-generation planning is extensive and visionary. Liz engages with clients in a discovery process to identify the factors that impact their wealth and the preservation of that wealth. She uncovers short and long-term goals and concerns and understands the structure of her client’s financial assets and their exposure to and tolerance for risk. She also focuses on investments, estate planning, tax planning, and philanthropy. Liz’s approach is of the best practices in the industry.
Women experiencing life transitions such as divorce, death of a spouse, or inheritance often seek Liz’s help. She knows that women expect to be understood. They want their reality to be acknowledged and their financial situation and any insecurity to be recognized. Liz understands the hardships of many women’s reality: managing job and children, looking for security and flexibility in managing their investments and planning for the future. Her knowledge, skills, and empathy make her a trustworthy financial advisor. As a member of the Female Advisor Network, Liz has access to support, initiatives, and programs for women in financial services that are uniquely beneficial to serving her clients.
As CEO, Liz manages the firm’s strategic direction, delivering Versant’s mission of helping individuals and families reach their financial goals, and cultivating and building Versant’s talent for continued growth into the future. Liz also directs, administers, and coordinates Versant’s operations in accordance with policies, goals, and objectives in the areas of investment operations, client management processes, and human resources. She works closely with Tom Connelly, president, and CIO, as a member of Versant’s Investment Committee.
Liz is a CERTIFIED FINANCIAL PLANNER™, a member of the Financial Planning Association, and is an adjunct faculty member at the Institute for Preparing Heirs. She was appointed to the national Schwab Advisor Services Advisory Board from 2017 to 2019.
Liz’s reach goes beyond the financial arena, into community- and citizenship-related organizations. She has been appointed to the ASU W. P. Carey School of Business Dean’s Council. The Council is “a national group of prominent business executives who have been invited to play a leadership role in shaping the future of the W. P. Carey School. Members advise the dean and act as W. P. Carey School advocates in their communities and organizations. She is a member of The Planned Giving Committee of Phoenix Art Museum; a member of the Sandra Day O’Connor Institute, an organization that works toward policy decisions affecting our future; and BoardSource, an organization that supports excellence in non-profit governance. Also, Liz is a member of the Arizona Endowment Building Institute through the Arizona Community Foundation and an ambassador and women’s philanthropy council member at TGen, which works to shape the future of medicine by funding ground-breaking scientific discoveries. With her daughter Sydney, Liz is a member of the National Charity League, Inc.’s East Valley chapter, and is the organization’s president. NCL is comprised of mother and daughter members committed to community service, leadership development, and cultural experiences.
Liz is a native of Carmel, California and has lived in Arizona since 1999. Before joining Versant in 2010, she was Director of Investment Operations and Relationship Manager for GenSpring Family Offices (formerly Inlign Wealth Management) and was a Senior Associate with KPMG’s Personal Financial Planning Practice. She attended Golden Gate University in San Francisco and received a business management degree from the University of Phoenix. She enjoys spending time with her daughter Sydney, is a gourmet cook and oenophile, enjoys traveling, working out, and exploring Phoenix’s cultural organizations and activities.