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®, 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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  • Austin Anthony CFP®
    Austin Anthony CFP®Client Associate

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

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    • Laura Countiss, FPQP™
      Laura Countiss, FPQP™Administrative Processes Manager
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    • Shari Homan
        Shari HomanExecutive Assistant

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      • Lisa Greve
          Lisa GreveMarketing & Administrative Manager

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        • Megan Kawasaki-Mason, IACCP®
          Megan Kawasaki-Mason, IACCP®Client Associate
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        • Pamela Houser, IACCP
            Pamela Houser, IACCPSenior Portfolio Associate & Compliance Manager

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

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          • John Mason
            John MasonManager of Investment Technologies & Operations
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          • Charlene Ochoa
            Charlene OchoaSenior Executive Assistant
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          • Jose Perez
              Jose PerezPortfolio Associate

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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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