Our People
Experienced People, Working as One Team
Across financial planning, investment management, operations, client service, and compliance, the Montis team brings specialized experience to a shared responsibility: helping clients make better financial decisions.
The Montis team
John M. Yanchek
Chief Executive Officer
Read bio
Tucker P. Donahoe
Managing Partner · CAIA
Read bio
Dennis E. Follmer
Chief Investment Officer
Read bio
Judy T. Weeden
Chief Operating Officer
Read bio
Adrian Ketri
Chief Compliance Officer
Read bio
Christiane S. Delessert
Founder & Advisor Emeritus · Ph.D., CFP®
Read bio
Bob Whelan
Senior Financial Advisor
Read bio
Randy Schaible
Senior Investment Analyst · CFA, CFP®
Read bio
Brian W. Burke
Senior Financial Advisor · JD, MA, CFP®, CPWA®
Read bio
Claudine P. Schrock
Senior Financial Advisor · CFP®
Read bio
Daniel J. Traub
Senior Financial Advisor · MBA
Read bio
Timothy R. Brown
Senior Financial Advisor
Read bio
Chris M. Tilden
Senior Financial Advisor · CFP®
Read bio
Casandra A. Johnson
Senior Financial Advisor · MBA
Read bio
Stephen Batzell
Senior Financial Advisor · CFA
Read bio
Denis Higgins
Senior Financial Advisor
Read bio
Joseph H. (“Jay”) Bragdon
Senior Financial Advisor
Read bio
Christopher Assad
Financial Advisor · CFP®
Read bio
Jake Eastman
Partnership Associate
Read bio
Melissa Haganey
Operations Manager
Read bio
Maria Alcindor
Senior Operations Associate
Read bio
Robert McGahan
Operations Associate
Read bio
Lillian LeBlanc
Client Service Manager
Read bio
Jennifer A. Versoy
Client Service Manager
Read bio
Carolyn Denisi
Client Service Associate
Read bioStart Here
Put the whole team behind your financial plan
If you’re looking for coordinated advice backed by specialists across the firm, send us a message and tell us what you’re planning for.