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 Advisors


Robert Steinberg

Founder, CEO
JD, CPA, CFP®

Daniel Seder

Managing Partner
CFA, CMT, CFP®

Matthew Mondoux

Financial Advisor
CFA, CMT, CFP®

Jonathan Johnson

Financial Advisor
CPA, CFP®

Naoko McKelvey

Financial Advisor
CFP®

Omar Ezz

Financial Advisor
CFP®

Our Senior Management


D. Scott Foret

Chief Operating Officer
Chief Compliance Officer
CFP®, CEBS

Elizabeth Kelly

Operations Director

Our Operational Support Team


Robbin Love

HR / Accounting

Shannon O'Brien-Watt

Client Services Assistant

Our Client Services Team


Danielle Titus

Client Services Manager

Elizabeth Fabien

Client Services Senior Associate

Georgia McGovern

Relationship Manager

Laura Woofter

Client Services Associate

Yvonne Avery

Client Services Associate

Our Business Development Team


Dan McNamara

Business Development

Bill Rubenfaer

Financial Advisor
CPA