Meet the Class VI team
We’re growth advisors, investment bankers, and wealth managers working together to guide founder-led and family-owned businesses.

Aika Baker
Staff Accountant
Class VI Securities, LLC
Peter Bessone
Director
Class VI Securities, LLC
Jeb Blair
Analyst
Class VI Securities, LLC
Patrick Burgess
Associate
Class VI Securities, LLC
Jim Canfield
VP of Strategic Alliances
Class VI Pathfinder, LLC
Avery Carter
Executive Assistant
Class VI Securities, LLC
Jordan Christie
Analyst
Class VI Securities, LLC
Jillian Cook
Analyst
Class VI Securities, LLC

Ashton Duffield
Analyst
Class VI Securities, LLC
Danielle Easnor
Project Manager
Class VI Securities, LLC
Dietz Fry
Managing Director
Class VI Ventures, LLC
Julia Getty
Associate Wealth Advisor
Class VI Family Office, LLC
Kaitlyn Hartka
Analyst
Class VI Securities, LLC
Rex Helm
Associate
Class VI Securities, LLC

Annie Hodgen
Analyst
Class VI Securities, LLC
Ty Huse
Analyst
Class VI Securities, LLC
Jeff Kelley
Sr. Business Development Director
Class VI Pathfinder, LLC
Ben Krapfl
Associate Wealth Advisor
Class VI Family Office, LLC
Kennedy Lewallen
Analyst
Class VI Securities, LLC
Amy Lorenzo
Creative Director
Class VI Pathfinder, LLC
Tanner Lyle
Associate
Class VI Securities, LLC
Michael McCarthy
Content Creator
Class VI Pathfinder, LLC
Cameron McCaslin
Director
Class VI Securities, LLC
Luke McCaslin
Director of Investment Advisory Services
Class VI Family Office, LLC
Brianna McGrail
Marketing Coordinator
Class VI Pathfinder, LLC
Jean-Phillippe Meibohm-Gray
Strategic Finance Associate
Class VI Pathfinder, LLC
Bobby Motch
Head of Sponsor Coverage
Class VI Securities, LLC
Brian Nowak
Associate
Class VI Securities, LLC
Lucas Pacheco
Analyst
Class VI Securities, LLC
Joy Peak
Advisory Services Director
Class VI Pathfinder, LLC
Matthew Petterson
Director
Class VI Securities, LLC
Ginny Robinson
Senior Investment Advisor
Class VI Family Office, LLC
Lexi Roush
Event Operations Manager
Class VI Securities, LLC
Olivia Schwamberger
Creative Services Manager
Class VI Pathfinder, LLC
Aneda Simms
Director of Strategy & Operations
Class VI Securities, LLC
Zach Solomon
Vice President
Class VI Securities, LLC
Colin Spear
Analyst
Class VI Securities, LLC
David Spivak
Advisory Services Director
Class VI Pathfinder, LLC
Sean Swierczewski
Senior Wealth Advisor
Class VI Family Office, LLC

Andrew Tan
Analyst
Class VI Securities, LLC
Dalyce Tinoco
Director of Wealth Advisory
Class VI Family Office, LLC
Taylor Ulrich
Senior Director of Business Development
Class VI Partners, LLC
Dylan Wigglesworth
Analyst
Class VI Securities, LLC
April Wilkinson
Controller
Class VI Securities, LLC
Kat Williams
Director of Sales Operations
Class VI Securities, LLC

Alex Woolford
Director
Class VI Securities, LLC
Paul Zetterberg
Vice President
Class VI Securities, LLC



