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*.

*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.

Originally from California, Jamie has called Wyoming home since 2012 when she moved here for a summer job in Moose and never left. 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 here in the office looking after clients’ accounts. Jamie holds her Series 7 and 66 and enjoys placing orders and providing investment advice. She is well versed in helping clients develop an asset allocation strategy to meeting their long-term goals and prides herself on exceptional service.

Hailing from Cleveland, Ohio, Lizzie moved to Jackson in 2016. Lizzie is a proud dog mom to her lab, Gouda. She is deeply passionate about the outdoors and the Jackson community. She spends her spare time fly fishing, mountain biking, hiking, and enjoying plant-based cooking. Lizzie’s love of the local food movement leads her to volunteer with Hole Food Rescue and serve on the Board of Directors for Slow Food in the Tetons.

As a Registered Associate at Wind River Capital, Lizzie assists clients with their ongoing, essential needs. She holds her Series 7 and 66 and enjoys talking with clients about sustainable investing.