Chaney Capital Management Inc.

Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.

Kevin Massey is a financial advisor at Chaney Capital Management Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at WAFD Bank and Chase Bank. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to develop investment programs and manages approximately $390 million in discretionary assets.

Lynda Bartsch is a financial advisor at Chaney Capital Management Inc. with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Chaney Capital Management since 2008. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs both fundamental and technical analysis to guide investment decisions.

Hannah Hein is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. She holds a Series 65 designation and has seven years of industry experience, all with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to guide asset allocation and security selection, managing approximately $390 million in discretionary assets for around 342 clients.

Stephen Chaney is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. He holds a Series 65 designation and has 30 years of industry experience, including 27 years with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs investment strategies based on both fundamental and technical analysis with discretionary trading authorization.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. with a Series 65 credential and three years of industry experience. His prior work includes roles at Allstate and the Edmonds School District. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis for asset allocation and security selection, managing approximately $390 million in discretionary assets for about 342 clients.