Liz Shabaker

Ms. Elizabeth M.
Shabaker is a Co-Chief Executive Officer at Versant Capital Management, Inc. She is a member of firm’s Investment Committee.
She serves clients through relationships based on mutual trust, integrity, and intimacy.
Her expertise is with family governance and affinity issues of next-generation planning is extensive and visionary.
Ms. Shabaker engages with clients in a discovery process driven by an intensive dialogue to identify the factors that impact their wealth and the preservation of that wealth.
She uncovers short and long-term goals and concerns, understands the structure of her client’s financial assets and their exposure to and tolerance for risk, and is committed to the importance of multi-generational planning and next-generation education.
Ms. Shabaker provides unparalleled client services, and her approach is of the best practices in the industry.
She is a Board member for the Central Arizona Estate Planning Council, and a member of the Financial Planning Association, National Association of Enrolled Agents, Arizona Society of Enrolled Agents, Planned Giving Roundtable of Arizona, and is an Adjunct Faculty Member at the Institute for Preparing Heirs.
Before joining Versant in 2010, Ms. Shabaker was Director of Investment Operations and Relationship Manager for GenSpring Family Offices (formerly Inlign Wealth Management) and was a Senior Associate with KPMG’s Personal Financial Planning Practice.
Ms. Shabaker attended Golden Gate University in San Francisco and received a business management degree from the University of Phoenix.
She is a Certified Financial Planner.