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