Bonsai Advisors LLC

Roberto Dechellis is a financial advisor at Bonsai Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Allianz Life Financial Services and Allianz Life Insurance Company of North America. Bonsai Advisors LLC provides discretionary investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a systematic investment approach, incorporates proprietary software for generating Investment Policy Statements, and employs platforms such as GeoWealth for turnkey asset management and sub‑advisory support.

Michele Osterberg is a financial advisor with Bonsai Advisors LLC in Boulder, CO, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Bonsai Advisors since 2022 and is also affiliated with The Leaders Group Inc and Bonsai LLC. Outside of her advisory roles, she serves as a senior director in investment relations at Bonsai LLC and works as an independent consultant for Rodan + Fields, selling skincare products. Bonsai Advisors LLC provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a systematic investment approach using proprietary software for Investment Policy Statements and incorporates a range of asset types, including insurance products, while managing approximately $21.1 million in client assets.

Christian Von Allmen is a financial advisor with Bonsai Advisors LLC in Nashville, TN, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at The Leaders Group Inc, Virtue Capital Management, and LPL Financial, among others. Outside of advisory work, he serves as Chief Distribution Officer for Bonsai LLC, a Colorado-based insurance agency. Bonsai Advisors LLC provides discretionary investment management, comprehensive financial planning, and model portfolio services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a systematic investment approach across various asset classes and utilizes proprietary software to document client objectives, operating both direct management and co-advisory relationships.