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®
    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 AndrewsPortfolio Associate

      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

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

          Read More

        • Lisa Greve
            Lisa GreveMarketing & Administrative Manager

            Read More

          • Shari Homan
              Shari HomanExecutive Assistant

              Read More

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

                Read More

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

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

              • Ryan Munroe, CFP®
                  Ryan Munroe, CFP®Senior Client Associate

                  Read More

                • Charlene Ochoa
                  Charlene OchoaSenior Executive Assistant
                  Read More

                • Ann Pickrell
                    Ann PickrellClient Associate

                    Read More

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

                    Read More

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