Phoenix, AZ Office

Brandon Yee is a financial advisor with Versant Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Versant Capital Management since 2015. Versant Capital Management serves high-net-worth individuals, families, institutional clients, and charitable organizations, providing portfolio management, wealth planning, and family office services. The firm emphasizes client-specific investment policies and employs diversified portfolios including equities, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers tailored to client objectives and liquidity needs.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

Justin Smiley is a CFP® at Versant Capital Management, Inc. in Phoenix, AZ, with one year of experience in financial advising. Prior to joining Versant, he worked in various roles at PNC Corporate & Institutional Bank, MidFirst Bank, and Great American Insurance Company. Versant Capital Management serves high-net-worth individuals, families, institutions, and charitable clients with portfolio management, wealth planning, family office services, and consulting. The firm focuses on client-specific investment policies and builds diversified portfolios across multiple asset classes, including equity, fixed income, mutual funds, ETFs, and alternative investments.

Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.

Benjamin Barchilon is a CFP® professional with one year of industry experience, currently serving at Versant Capital Management, Inc. Prior to joining Versant, he worked six years at Eide Bailly, LLP. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and related consulting. The firm develops client-specific investment policies and builds diversified portfolios that may include equity, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers aligned with clients’ objectives and liquidity needs.