Elizabeth Shabaker
Chief Executive Officer
Versant Capital Management
Certifications & Licenses:
CFP® CDC®
Specializing in all aspects of wealth management, I serve Versant’s clients through relationships based on mutual trust, integrity, and intimacy. My expertise and experience with family governance and next-generation planning is extensive. I engage with clients in a discovery process to identify the factors that impact and preserve their wealth.
At Versant, aligning your interests with ours allows us a totally different perspective on investing than traditional banks and brokerages. Your goals, circumstances, and preferences come first. Our first duty is to help make your financial and human resources work to meet your family’s goals and objectives.
Our investment philosophy rests on the bedrock of Versant’s investment beliefs, and its application through our investment process, governed by our core values.
Broker: Charles Schwab
Term: 12/26/2023 - 12/31/2024