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

  • Sean Campbell, CFP®, CDC®
    Sean Campbell, CFP®, CDC®Senior Wealth Counselor
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  • Laura Countiss, FPQP™
    Laura Countiss, FPQP™Administrative Processes Manager
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  • Larissa Grantham, CFP®, CDFA®
      Larissa Grantham, CFP®, CDFA®Senior Wealth Counselor

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    • Lisa Greve
        Lisa GreveMarketing & Administrative Manager

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      • Shari Homan
          Shari HomanExecutive Assistant

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

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          • Megan Kawasaki-Mason, IACCP®
            Megan Kawasaki-Mason, IACCP®Client Associate
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          • John Mason
            John MasonManager of Investment Technologies & Operations
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          • Ryan Munroe, CFP®, CDC®
              Ryan Munroe, CFP®, CDC®Senior Client Associate

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            • Matt Miller CFP®
              Matt Miller CFP®Senior Client Associate

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            • Jose Perez
                Jose PerezPortfolio Associate

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              • Charlene Ochoa
                Charlene OchoaSenior Executive Assistant
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              • Logan Robertson
                  Logan RobertsonClient Associate

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

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