Chaney Capital Management Inc.

Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.

Kevin Massey is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Chaney Capital Management, he worked at WAFD Bank and Chase Bank. Chaney Capital Management provides discretionary investment management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis, uses active strategies tailored to client objectives, and maintains in-house portfolio management without outsourcing.

Lynda Bartsch is a financial advisor at Chaney Capital Management Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chaney Capital since 2008, following positions at Wells Fargo Clearing and Prudential Equity Group. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis with active strategies tailored to client objectives and conducts regular reviews of investment plans.

Hannah Hein is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. She holds a Series 65 designation and has seven years of industry experience, all with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to guide asset allocation and security selection, managing approximately $390 million in discretionary assets for around 342 clients.

Stephen Chaney is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. He holds a Series 65 designation and has 30 years of industry experience, including 27 years with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs investment strategies based on both fundamental and technical analysis with discretionary trading authorization.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.