We are a small company that does big things.


Nimble, calibrated, candid insight

Versant’s agile leadership believes in demonstrating a one-team attitude, with a sharp focus on achieving results. Leading by example − by always being accountable to our clients and taking responsibility − is how our integrity flows throughout the firm. We are committed to supporting and challenging you in a balanced manner, and harnessing Versant’s resources for the common good of all our clients. We always do the right thing by our clients.

  • Thomas Connelly, CFA, CFP®
    Thomas Connelly, CFA, CFP®President & Chief Investment Officer
    Read More

  • Elizabeth Shabaker, CFP®, CDC®
    Elizabeth Shabaker, CFP®, CDC®Chief Executive Officer
    Read More

The Team

Our people create solutions, promising alternatives and evolutionary approaches that build upon our firm-wide intelligence across all staff levels. We emphasize teamwork, trust and tolerance for diverging opinions. We are well-versed – versant – through the diversity of specialized and multi-disciplinary talents of our financial architects and investment professionals. Versant was built to reflect this culture throughout the firm.

Our exceptional staff ensures that you will enjoy quality relationships and maximum attention to meet your needs. At Versant, someone is always available to take your call and answer any questions with prompt replies. Our level of follow-up and responsiveness is incomparable in the industry. In short, we are engaged, thorough and always aware and there for you.

  • Sean Campbell, CFP®, CDC®
    Sean Campbell, CFP®, CDC®Senior Wealth Counselor
    Read More

  • Austin Anthony CFP®
    Austin Anthony CFP®Client Associate

    Read More

  • Larissa Grantham, CFP®, CDFA®
      Larissa Grantham, CFP®, CDFA®Senior Wealth Counselor

      Read More

    • Laura Countiss, FPQP™
      Laura Countiss, FPQP™Administrative Processes Manager
      Read More

    • Shari Homan
        Shari HomanExecutive Assistant

        Read More

      • Lisa Greve
          Lisa GreveMarketing & Administrative Manager

          Read More

        • Megan Kawasaki-Mason, CFP®, IACCP®
          Megan Kawasaki-Mason, CFP®, IACCP®Client Associate
          Read More

        • Pamela Houser, IACCP
            Pamela Houser, IACCPSenior Portfolio Associate & Compliance Manager

            Read More

          • Matt Miller CFP®
            Matt Miller CFP®Wealth Counselor

            Read More

          • John Mason
            John MasonManager of Investment Technologies & Operations
            Read More

          • Charlene Ochoa
            Charlene OchoaSenior Executive Assistant
            Read More

          • Jose Perez
              Jose PerezPortfolio Associate

              Read More

            • Logan Robertson
                Logan RobertsonClient Associate

                Read More

              • Brian Poe, CFP®, ChFC®, AEP®
                Brian Poe, CFP®, ChFC®, AEP®Wealth Counselor

                Read More

              • Brandon Yee, CFA, CAIA
                Brandon Yee, CFA, CAIAResearch Analyst
                Read More