At Blue Chip Partners, every member of our team is important to your success.

From our highly credentialed advisors to our client service specialists, our experience, compassion, and fiduciary responsibility mean you’ll never wonder what Blue Chip Partners is doing for you.

Your Advisory Team


Robert Steinberg

Founder, CEO
JD, CPA, CFP®

Daniel Seder

Managing Partner
CFA, CMT, CFP®

Matthew Mondoux

Senior Financial Advisor
CFA, CMT, CFP®

Jonathan Johnson

Senior Financial Advisor
CPA, CFP®

Naoko McKelvey

Senior Financial Advisor
CFP®

Timothy Reaume

Senior Financial Advisor
JD, LLM, CLU, ChFC

D. Scott Foret

Senior Financial Advisor / Chief Compliance Officer
CFP®, IACCP®, CEBS

Cody VanderHagen

Associate Financial Advisor

Emily Prater

Associate Financial Advisor
CPA

Atalie Stewart

Associate Financial Advisor
CTFA®

Our Senior Management


Erin Goss

Chief Operating Officer
CFA, CAIA, CIMA®, CFS®

Elizabeth Kelly

Operations Director

Daniel Dusina

Director of Investments
CFA

 

Our Operational Support Team


Robbin Love

HR / Accounting

Anthony Karroma

Paraplanner

Our Client Services Team


Danielle Titus

Client Services Manager

Georgia McGovern

Relationship Manager

Yvonne Avery

Client Services Associate

Pamela Tassinari

Client Services Associate

Shannon O'Brien-Watt

Client Services Associate

Vicki Tarnopol

Client Services Associate