About

Wealth management services built on strong client relationships.

Since 2016, our team has been helping entrepreneurs to secure their financial futures through holistic, personalized wealth management strategy.

Assets under Management

$ 0 B

Net Promoter Score ®

62 *

Client : Advisor Ratio

1 :1

*Based on client responses to our 2024 voice of the client survey administered by Family Wealth Alliance and Bain & Co.
Net Promoter Score and NPS are registered trademarks of Bain & Company, Inc., Fred Reichheld, and Satmetrix Systems, Inc.

Empowering the entrepreneurial spirit

one entrepreneur family at a time

Entrepreneurs are the builders.
The revolutionizers.
The risk-takers.
The change-makers.

We work exclusively with these wealth creators and business owners because we have a deep respect for what they’ve built and the challenges they overcame to get to where they are today.

Meet the Class VI Family Office Team

MATT BLACKBURN

Managing Director

DALYCE TINOCO

Director of Client Experience

LUKE MCCASLIN

Director of Client Advisory

SEAN SWIERCZEWSKI

Wealth Advisor

JEFF PUCKETTE

Portfolio Manager

BEN KRAPFL

Associate Advisor

CHRIS YOUNGER

CEO
Class VI Partners

DAVID TOLSON

Managing Director
Class VI Securities
Class VI Family Office

Our primary goal is to make your family’s dreams a reality

With Class VI, it’s about more than just the financial return.

We take the time to truly understand your family’s goals and the legacy you want to leave. And although all our entrepreneurial clients share similar circumstances, everyone and every situation is unique… and each of our client relationships reflect that.

We earn the confidence of clients through expert guidance, attentive service, and a commitment to results. We then keep that confidence through meaningful, mutual relationships.

OUR VALUES

Our drive is inspired by yours

We recognize and appreciate you, as a business owner and entrepreneur – all you’ve accomplished and the risks you’ve taken to get where you are today.

We’re inspired by the jobs you’ve created and the people you’ve employed. By the services you’ve provided and the products you’ve delivered.

Our respect for who you are and what you’ve accomplished drives our results because your family deserves the financial future you’ve always dreamed of.

Wealth management services built on strong client relationships.

Since 2016, our team has been helping entrepreneurs to secure their financial futures through holistic, personalized wealth management strategy.

Empowering the entrepreneurial spirit

one entrepreneur family at a time

Meet the Class VI Family Office Team