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.
![people-JohnSabre John Sabre - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-JohnSabre.jpg)
John L. Sabre
Chief Executive Officer,
Mount Yale Capital Group
![Greg Anderson](https://mountyalewealth.com/wp-content/uploads/2022/09/Greg_Anderson-mod.jpg)
Greg Anderson
President,
Mount Yale Capital Group
![Chad_Bester](https://mountyalewealth.com/wp-content/uploads/2022/09/Chad_Bester.jpg)
Chad Bester CFP®
Financial Advisor,
Founding Partner,
Mount Yale Advisor Partners
![people-JimDurning Jim Durning - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-JimDurning.jpg)
James J. Durning
Chief Business Development Officer
![people-MichaelSabre Michael Sabre - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-MichaelSabre.jpg)
Michael J. Sabre
Chief Operating Officer
![people-LisaLee Lisa Lee - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-LisaLee.jpg)
Lisa Lee
Senior Vice President
![people-DawnSchommer Dawn Schommer - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-DawnSchommer.jpg)
Dawn Schommer
Vice President,
Operations
![people-ChrisMoran Chris Moran - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-ChrisMoran.jpg)
Chris E. Moran
Chief Financial Officer,
Mount Yale Capital Group
![people-GregSwoverland Greg Swoverland - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-GregSwoverland.jpg)
Greg Swoverland
Senior Vice President,
Marketing
![people-DavidBenson David Benson - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-DavidBenson.jpg)
David Benson
Vice President
![people-EricEnglebrecht Eric Englebrecht - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-EricEnglebrecht.jpg)
Eric Englebrecht
Senior Vice President
![people-YonaKlein Yona Klein - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-YonaKlein.jpg)
Yona Klein
Vice President
![people-MikeKleever Mike Kleever - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-MikeKleever.jpg)
Mike Klever
Senior Vice President
![people-BeckyGustafson Becky Gustafson - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-BeckyGustafson.jpg)
Becky Gustafson
Senior Client Associate
![people-LaurenHawn Lauren Hawn - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-LaurenHawn.jpg)
Lauren Hawn
Senior Client Associate
![Katie Nelson Mount Yale](https://mountyalewealth.com/wp-content/uploads/2022/09/Katie_Nelson.jpg)
Katie Nelson
Senior Client Associate
![people-ChrisSnyder Chris Snyder - Mount Yale Wealth Management](https://mountyalewealth.com/wp-content/uploads/2022/07/people-ChrisSnyder.jpg)
Chris Snyder, CFA
Senior Vice President, Portfolio
Management & Research
![Ryan_Stoynich](https://mountyalewealth.com/wp-content/uploads/2022/09/Ryan_Stoynich_WEBSIZE-1.jpg)
Ryan Stoynich
Investment Analyst
![Nick_Bast](https://mountyalewealth.com/wp-content/uploads/2022/09/Nick_Bast_WEBSIZE.jpg)
Nick Bast
Investment Analyst
![John-Borash_Web-Sizing-sqr](https://mountyalewealth.com/wp-content/uploads/2024/01/John-Borash_Web-Sizing-sqr-300x300.jpg)
John Borash
Investment Analyst
![Nick-Nelson_Web-Sizing-sqr](https://mountyalewealth.com/wp-content/uploads/2024/01/Nick-Nelson_Web-Sizing-sqr-300x300.jpg)
Nick Nelson
Investment Analyst
![Ryan-K_Web-Sizing-sqr](https://mountyalewealth.com/wp-content/uploads/2024/01/Ryan-K_Web-Sizing-sqr-300x300.jpg)
Ryan C. Kimbrel
Investment Analyst