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.

Senior Management Team
John Sabre - Mount Yale Wealth Management

John L. Sabre
Chief Executive Officer,
Mount Yale Capital Group

Greg Anderson

Greg Anderson
President,
Mount Yale Capital Group

Chad_Bester

Chad Bester CFP®
Financial Advisor,
President,
Mount Yale Advisor Partners

Jim Durning - Mount Yale Wealth Management

James J. Durning
Chief Business Development Officer

Michael Sabre - Mount Yale Wealth Management

Michael J. Sabre
Chief Operating Officer

Lisa Lee - Mount Yale Wealth Management

Lisa Lee
Senior Vice President

Dawn Schommer - Mount Yale Wealth Management

Dawn Schommer
Vice President,
Operations

Chris Moran - Mount Yale Wealth Management

Chris E. Moran
Chief Financial Officer,
Mount Yale Capital Group

Greg Swoverland - Mount Yale Wealth Management

Greg Swoverland
Senior Vice President,
Marketing

Financial Advisors
David Benson - Mount Yale Wealth Management

David Benson
Vice President

Eric Englebrecht - Mount Yale Wealth Management

Eric Englebrecht
Senior Vice President

David Gottesman - Mount Yale Wealth Management

David Gottesman
Senior Vice President

Yona Klein - Mount Yale Wealth Management

Yona Klein
Vice President

Mike Kleever - Mount Yale Wealth Management

Mike Klever
Vice President

Becky Gustafson - Mount Yale Wealth Management

Becky Gustafson
Senior Client Associate

Lauren Hawn - Mount Yale Wealth Management

Lauren Hawn
Senior Client Associate

Katie Nelson Mount Yale

Katie Nelson
Senior Client Associate

Paul Abdenour - Mount Yale Wealth Management

Paul Abdenour
Head of Sales and Distribution

Paul Prentice - Mount Yale Wealth Management

Paul Prentice
Senior Vice President,
Enterprise Solutions

Chris Snyder - Mount Yale Wealth Management

Chris Snyder, CFA
Senior Vice President, Portfolio
Management & Research

Chris Nelson - Mount Yale Wealth Management

Chris Nelson
Senior Compliance Officer

Ben Erickson - Mount Yale Wealth Management

Ben Erickson
Senior Associate

Christopher Kettler - Mount Yale Wealth Management

Christopher Kettler
Senior Associate

Ryan_Stoynich

Ryan Stoynich
Investment Analyst

Nick_Bast

Nick Bast
Investment Analyst

Demand more from your team.
And get it.

OUR SERVICES

Your legacy begins today.