CCM - Key Persons
Job Titles:
- Client Services Associate
- Receptionist at Chaney Capital Management
Catherine is the receptionist at Chaney Capital Management. She has nearly 10 years of administrative experience and joined the Chaney Team in 2022. Prior to joining CCM, she spent many years in the real estate industry.
Catherine is a Washington native, and currently resides in Lynnwood. In her spare time she enjoys hiking, reading, and painting.
Chase is a Support Advisor who joined Chaney Capital Management in 2023. He is a graduate of Washington State University with a Bachelor of Arts degree in Business Administration and a major in Finance. He also has his series 65 license.
Chase is a Washington native and currently resides in Mill Creek. When not at work, Chase enjoys cooking, skiing, and golfing.
Job Titles:
- Director
- Client Service Associate
Hailee is a Client Service Associate at Chaney Capital Management. She graduated from Seattle Pacific University in 2017 and joined the Chaney team in 2021.
In her spare time, Hailee serves as Stage Director for a local charity performance group. Her hobbies include costuming, directing, acting, and stage combat choreography.
Job Titles:
- Client Services Supervisor at Chaney Capital Management
Hannah is the Client Services Supervisor at Chaney Capital Management. She has over 15 years of experience working in financial services and has been with CCM since 2013. Hannah obtained her Series 65 license in 2018. Her duties include managing and coordinating the client service activities for the firm and helping with supervision of client service staff.
Hannah is a lifelong resident of western Washington. In her free time, she enjoys cooking, hiking, and traveling.
Job Titles:
- Investment Advisor
- Representative
- Support Advisor
Jacob is a Support Advisor who joined Chaney Capital Management in 2022. He is a Washington native having grown up in Edmonds and gone to school in Bellingham at Western Washington University. He majored in accounting and has spent time working in the insurance industry and as a tennis coach.
Jacob currently resides in Kirkland Washington. He is and avid sports fan and spends his free time playing Tennis and Disc Golf.
Kevin is currently in a Support role at Chaney Capital Management. Prior to joining CCM, he spent multiple years in the banking industry.
He resides in Lynnwood Washington. Outside of work he enjoys cleaning his car, anime and gaming.
Job Titles:
- Vice President
- Vice President of Chaney Capital Management
Lynda M. Bartsch is Vice President of Chaney Capital Management. Lynda has over 23 years of experience in the financial services industry. She has been with Chaney Capital Management for the past 12 years. Prior to that, she worked at a large brokerage firm where she obtained her series 7, 63 & 65 and her insurance licenses. Her duties include business management, trading, performing research and analysis, financial plan processing, compliance, and problem solver.
Lynda resides in Shoreline with her husband, her children and her pets. She spends her free time with her family enjoying the activities that we are so lucky to have access to in the great Northwest.
Job Titles:
- President
- Founder and Chief Financial Advisor for Chaney Capital Management
Steve is the Founder and Chief Financial Advisor for Chaney Capital Management. Steve grew up in Newark Ohio and graduated from Ohio University with a Bachelor of Science degree in Business Administration. He majored in economics and minored in real estate.
At an early age, Steve became aware of what a difference a financial plan, or lack thereof, could make in someone's life. Steve founded Chaney Capital Management with the goal of helping people make smart plans with their money in order to achieve financial freedom. This goal continues to be the driving force of the work Steve does today.
He and his wife Sherry live in Snohomish Washington. They are both passionate about boating and have navigated the inside passage from Seattle to Alaska several times.
Founded in 1995 by Stephen J. Chaney, Chaney Capital Management was established as a fee based advisory firm to ensure clients receive truly objective advice. We are experienced professionals who take a hands on approach to financial guidance. Chaney Capital Management team members are knowledgeable and truly care about the clients we serve.