- Our lead advisors are credentialed professionals with years of formal training and experience.
- Each client service advisor provides exceptional service and maintains a select number of clients.
- Our lead advisors have obtained one or more designations in their respective fields of study including: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Certified Investment Management Analyst (CIMA).
- Each client has a dedicated team which is responsible for the relationship. The team is further supported by the Chief Operating Officer, client service administrator, and other client service representatives in the office.
Brian W. Upchurch JD, CPA, CFP®, CIMA
President and Managing Director
Brian co-founded Column Capital in 2005 after serving as a Partner and Area Director of Financial Planning for Ernst & Young. He is committed to serving his clients’ financial, tax and investment planning needs.
Kevin D. Sweet, CFP®, CIMA
Kevin co-founded Column Capital in 2005 after serving as Senior Manager at Ernst & Young, LLP in the Personal Financial Counseling practice. Kevin has practiced fee-only financial planning for high-net-worth individuals for over 20 years.
Jeffrey J. Yu, CFP®, CPA
Jeff joined Column Capital in 2007 after spending many years as a wealth advisor primarily at a large regional accounting firm. At Column Capital, Jeff serves as an Executive Director as well as the Chief Compliance Officer.
Justin P. Kassanits, CFP®, CPA
Justin is a CFP®, CPA, and graduate of Purdue University with a BS in Accounting and Management. He began his career with BKD, LLP in Indianapolis, specializing in tax preparation and financial planning for high net worth individuals.
Sheri L. Kendall, CFP®, CPA
Sheri served as a Manager in Ernst & Young’s Personal Financial Services group. Sheri is the Director of Tax Compliance Services for Column and serves on Column’s Management Committee.
Sylvia J. Pozarnsky, MBA
After working on Wall Street for nearly 10 years, Sylvia returned to Chicago to develop the Personal Financial Services (PFS) Practice at Ernst & Young. She served in various leadership roles during her 22 years.
Ryan Thomas, CFP®, CPA
Ryan assisted with forming Column in 2005. He is the Director of Financial Planning Services for Column and has been quoted in several publications including The Wall Street Journal, Kiplinger's Personal Finance and US News & World Report.
Frank W. Tinsley, CMA®, MBA
Executive Director & Chief Operating Officer
Frank joined Column Capital in 2015 as Executive Director and Chief Operating Officer. Frank has extensive knowledge in business formation, operational management, staff training and management, computer systems design and implementation.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Column Capital is engaged, or continues to be engaged, to provide investment advisory services.