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
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  • Elizabeth Shabaker, CFP®
    Elizabeth Shabaker, CFP®Chief Executive Officer
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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

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    • Kathie Barnes, CFP®, MC
        Kathie Barnes, CFP®, MCCertified Financial Planner™ and Master of Counseling
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      • Sean Campbell, CFP®
        Sean Campbell, CFP®Senior Wealth Counselor
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      • Laura Countiss, FPQP™
        Laura Countiss, FPQP™Administrative Processes Manager
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      • Lisa Greve
          Lisa GreveMarketing & Administrative Manager

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        • Jake Heisler
            Jake HeislerResearch Analyst

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          • Erin Itkoe, CFP®, CPA®/PFS
            Erin Itkoe, CFP®, CPA®/PFSDirector of Client Experience & Senior Wealth Counselor
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          • Megan Kawasaki-Mason
            Megan Kawasaki-MasonPortfolio Associate
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          • John Mason
            John MasonManager of Investment Technologies & Operations
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          • Charlene Ochoa
            Charlene OchoaExecutive Assistant & Client Services Administrator
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          • Darcy Petett
            Darcy PetettReceptionist

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