Our Associates

Originally from Nebraska, Chad has lived in Jackson since 1993. He has twin boys – William and Henry. Together they enjoy skiing, boating, fishing and all things outdoors. As an active member of the Jackson Hole community, it’s common to see Chad around town.

When Chad is not with his boys, 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 a Director and Co-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 importance of honesty, hard work and integrity—values he brings to work with his clients each day.

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. He also spends many volunteer hours as the Chief Advisor of Teton County Search and Rescue, where he’s always on call helping people who are lost or have been injured in the backcountry.

As a Director and Co-founder of Wind River Capital Management, Cody helps families and institutions with their unique financial needs. He specializes in asset management and works closely with a team able to handle all types of complex financial matters. Cody was named by Barron’s magazine as one of the top 1200 financial advisors in America from 2014-2018. Cody was ranked #4 advisor in Wyoming in 2014, 2015, 2017 & 2018, and #5 advisor in 2016 by Barron’s for the top 1,200 Advisors*.

*The Barron’s Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

Originally from Western Pennsylvania, Don has called Jackson home since 2006. He is a proud husband to his wife Shea, father to daughters Ramsay and Charlotte, and a dog-dad to Roo. Don is passionate about the outdoors and spends his winters skiing and snowboarding and summers camping and boating with family. Don is also very active in the local community. He is a team member of Teton County Search & Rescue (TCSAR), a volunteer group that provides emergency search and rescue services 24 hours a day, 7 days a week throughout Jackson Hole and the Teton County backcountry. He also serves on the Board of the Teton County Search & Rescue Foundation as Treasurer, a non-profit that assists TCSAR volunteers through direct support, community education, and advocacy.

Don graduated summa cum laude from the University of Vermont with a focus in finance. He holds his Series 7 and 66 and worked in private equity for 10 year for a successful real estate investment firm. As a Financial Advisor, Don is passionate about forming long-term relationships with clients and developing creative financial solutions that exceed their expectations.

In the industry since 2012 and with the firm since 2015, Jamie takes pride in calling Wyoming home. After falling in love with the Tetons as a child on a business trip with her dad, she did not feel at home again until she made her way back. She enjoys gardening, hiking, boating, cooking, and spending time with her husband, son Walter and daughter Adelaide.

When she’s not exploring the great outdoors, you can find her in the office looking after clients’ accounts. Jamie holds her Series 7, 66, 9, and 10 licenses and enjoys placing orders, problem solving, and providing investment advice. She is well versed in everything from helping clients develop an asset allocation strategy to meeting their long-term goals and prides herself on exceptional service.

Brooke has 3 years of finance and customer service experience, working closely with clients on personal banking matters, such as account opening, transfers, maintenance, new client relationships, etc. With plans of growing her finance background and knowledge base, Brooke decided to join the investment side of the finance field in May 2023.

After living in multiple different states over her lifetime, Wyoming has felt the most like home to Brooke for the last 4 years. Brooke made the move to Jackson from Casper, WY in August of 2022, upon meeting her now fiancé. Since arriving in Jackson, Brooke’s free time consists of biking, hiking, paddleboarding, exploring beautiful country, and taking her dogs on extra-long walks.