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.

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

  • Elizabeth Shabaker, CFP®
    Elizabeth Shabaker, CFP®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.

  • Brennan Andrews
      Brennan AndrewsExecutive Assistant

      Read More

    • Kathie Barnes, CFP®, MC
        Kathie Barnes, CFP®, MCCertified Financial Planner™ and Master of Counseling
        Read More

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

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

      • Andres Favela, CFP®
        Andres Favela, CFP®Client Associate
        Read More

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

          Read More

        • Lisa Greve
            Lisa GreveMarketing & Administrative Manager

            Read More

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

          • Megan Kawasaki-Mason, IACCP®
            Megan Kawasaki-Mason, IACCP®Portfolio Associate & Compliance Administrator
            Read More

          • Ann Pickrell
              Ann PickrellClient Associate

              Read More

            • Charlene Ochoa
              Charlene OchoaSenior Executive Assistant
              Read More

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

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

              Read More