Wealth Associate
CurrentI am driven to help people, especially with their financial wellbeing. As a member of the wealth management team at Versant Capital Management, I provide support in creating goal driven solutions for multigenerational families, women, and small business owners. We help our clients develop a personal wealth strategy, construct their investment plans, and provide ongoing guidance on how to reach their short- and long-term financial goals. Providing clients peace of mind in their overall financial picture has brought me a true sense of worth in an evolving industry. I find passion in keeping up with an evolving industry, while remaining true to our overall firm values. Fact-finding, data analysis, and tracking client analytics to help with comprehensive planning is just a part of what I do.Best Contact MethodEmail: estelley@versantcm.comPhone: (602) 346-1643