It is our privilege to get to know your story and the many different facets of your financial journey to see how we can best partner with you. Everything we do – from investment management to helping you work toward the seamless, secure transfer of wealth for your heirs – is designed to strengthen our connection with you as your trusted advisor.
Originally from Nebraska, Chad has lived in Jackson since 1993. He and his wife Lisa have twin boys – William and Henry. They enjoy spending time together outdoors skiing, boating, fishing and the multiple sports that their boys are active in. He is also very active in the Jackson community and church.
When Chad is not with his family, he is helping his clients develop sound strategies through an individual approach tailored to each client. He believes that the best investment plan is one that fits a client’s financial needs into the larger context of their life, their goals and their priorities.
As co-director and founder of Wind River Capital Management, Chad prides himself on exceptional service, exceeding expectations, and providing personalized, knowledgeable advice. He was raised on a farm in Nebraska where he learned the value of honesty, hard work and integrity—lessons that mix well with Wyoming’s own brand of rugged individualism.
Cody is a lifelong resident of Jackson Hole where he takes every opportunity to venture outdoors with his wife Shauna, daughter Amelia, and son Callahan. When he’s not with his family or at the office, Cody helps his family run their cattle ranch and beef business; and spends many volunteer hours as the Chief Advisor of Teton County Search and Rescue, where he’s always on call to help people in trouble.
As the Co-Director and founder of Wind River Capital Management in the heart of Jackson Hole, Cody helps families and institutions with their unique financial needs. He specializes in asset management with a team able to handle all types of complex and unique financial matters. Cody was named by Barron’s magazine as one of the top 1200 financial advisors in America and among the very top in the state of Wyoming.
*The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
Jamie enjoys the sunshine. Whether it’s gardening, hiking, boating, grilling or simply lying in the grass with her hound dog, Duke, she loves soaking up the sun. When the days are a little shorter, she likes to camp and hunt with her husband, Paul. When she’s snowed in, she’s happily expanding her love for attempting new recipes at home. As much as she appreciates being outside, she also genuinely loves what she does here at Wind River Capital Management. When she’s not exploring the great outdoors, you can find her here in the office looking after clients’ accounts. Jamie holds her Series 7 and 66 and is registered to give investment advice and place orders. As a Senior Registered Associate, Jamie primarily focuses on helping clients with building and maintaining investment plans and administrative and operational needs such as opening new accounts, account transfers, account updates and maintenance. Jamie joined us in February of 2015 and is eager to help in assisting our clients to reach their financial goals.
Robin feels lucky beyond measure to be able to raise two little humans in the shadow of our beautiful mountain range. When she’s not working, she enjoys spending time with her family outside: cross-country skiing in the winter and hiking, camping and boating on Jackson Lake in the summer. She also enjoys working around the house and reading historical non-fiction, when time allows!
Robin joined the firm in February, 2015 and assists Chad and Cody in an administrative and operational capacity and she carries her Series 7, 24 and 63 securities registrations. She holds a BA in Government from the University of Texas at Austin and started her career in financial services right here in Jackson, in 2005. She is dedicated to helping our clients achieve their financial goals by understanding their needs and preferences and providing a level of personal service that exceeds expectations. She loves taking on unique client situations or requests and enjoys providing help and offering assistance from a solutions based perspective, so clients can quickly get back to enjoying everything our valley has to offer.
Raised in Alaska, Melanie has always had an affinity for the great out-doors and close-knit communities, bringing her to Jackson Hole in 2014. Since then, she’s been enjoying all that the area has to offer such as hiking through the neighboring National Forests, floating the Snake River with friends, and participating in community events, like shopping at the People’s Market and running in the annual Thanksgiving Turkey Trot. Melanie also reserves plenty of time to volunteer as a Girl Scout Troop Leader, and as a committee member and player for the local Roller Derby team, The Jackson Hole Juggernauts.
As a new Client Associate at Wind River Capital Management, Melanie is committed to helping serve Jackson’s locals to the best of her ability. Her main objectives are to become more familiar with clients by assisting them with deposits, money movements and account maintenance. She is looking forward to soon becoming a Registered Associate to continue to provide the best financial support for our clients.