People
Better service starts with a better team
The Mount Yale team is a group of industry professionals with diverse backgrounds, experiences, and perspectives. But we do share some things in common—like a singular focus on helping our clients with their financial goals and an unstoppable passion for excellence. It’s these things that drive us to work harder, deliver better service, and create happier clients. Our culture is one of collaboration and support because here we believe that by helping each other succeed, we can help our clients succeed.
John L. Sabre
Chief Executive Officer,
Mount Yale Capital Group
Greg Anderson
President,
Mount Yale Capital Group
Chad Bester CFP®
Financial Advisor,
Founding Partner,
Mount Yale Advisor Partners
James J. Durning
Chief Business Development Officer
Michael J. Sabre
Chief Operating Officer
Lisa Lee
Senior Vice President
Dawn Schommer
Vice President,
Operations
Chris E. Moran
Chief Financial Officer,
Mount Yale Capital Group
Greg Swoverland
Senior Vice President,
Marketing
David Benson
Vice President
Eric Englebrecht
Senior Vice President
David Gottesman
Senior Vice President
Yona Klein
Vice President
Mike Klever
Senior Vice President
Becky Gustafson
Senior Client Associate
Lauren Hawn
Senior Client Associate
Katie Nelson
Senior Client Associate
Chris Snyder, CFA
Senior Vice President, Portfolio
Management & Research
Chris Nelson
Senior Compliance Officer
Ryan Stoynich
Investment Analyst
Nick Bast
Investment Analyst
