OUR PEOPLE

We are a small company that does big things.

 

Leadership

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.

Elizabeth Shabaker, CFP®, CDC®

Elizabeth Shabaker, CFP®, CDC®

Chief Executive Officer

Thomas Connelly, CFA, CFP®

Thomas Connelly, CFA, CFP®

President & Chief Investment Officer

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.
Austin Anthony, CFP®

Austin Anthony, CFP®

Wealth Counselor

Anthony Calderon, CFP®

Anthony Calderon, CFP®

Client Associate

Brandon Yee, CFA, CAIA

Brandon Yee, CFA, CAIA

Senior Research Analyst

Charlene Ochoa

Charlene Ochoa

Senior Executive Assistant

Gina Guerrero

Gina Guerrero

Portfolio Associate

John Mason

John Mason

Manager of Investment Technologies & Operations

Jose Perez

Jose Perez

Portfolio Associate

Kayla Goo

Kayla Goo

Client Associate

Kim Carvalho

Kim Carvalho

Executive Assistant

Laura Countiss, FPQP™

Laura Countiss, FPQP™

Administrative Processes Manager

Lisa Greve

Lisa Greve

Marketing & Administrative Manager

Logan Robertson

Logan Robertson

Client Associate

Matt Miller, CFP®, ChSNC®

Matt Miller, CFP®, ChSNC®

Wealth Counselor

Megan Kawasaki-Mason, CFP®, IACCP®

Megan Kawasaki-Mason, CFP®, IACCP®

Wealth Counselor

Pamela Houser, IACCP®

Pamela Houser, IACCP®

Senior Portfolio Associate & Compliance Manager

Sara Szczublewski, CFP®

Sara Szczublewski, CFP®

Senior Wealth Counselor

Sean Campbell, CFP®, CDC®

Sean Campbell, CFP®, CDC®

Senior Wealth Counselor

Shari Homan

Shari Homan

Executive Assistant