Matt Blackburn is Managing Partner and a co-founder of Class VI Partners Family Office, which launched as a Registered Investment Advisor in September 2016.

Matt has 30+ years of experience in all aspects of wealth management, spending the first 24 years with 3 large, public institutions (Charles Schwab, PNC, and KeyBank). Throughout his career, Matt has developed a passion for working with business owners, assisting them with investment management, private investments, whole family education and advisory services.

As Managing Partner, Matt’s primary role is to lead the Family Office team, oversee strategic planning, new product and service development, and assist in customized planning and investment management advice for Class VI clients. He is actively involved with Firm investment strategy & philosophy, asset allocation, security selection and individual client portfolio management.

Matt graduated from Miami University (Ohio) with a degree in Finance and later earned his MBA from Kent State University. Matt and his wife Halle are natives of Cleveland, Ohio, but have been in Colorado since 2009. They have 3 young adult children and enjoy traveling with and without the kids.

Dalyce is the Director of Client Experience and a co-founder of Class VI Family Office, which launched as a Registered Investment Advisor in September 2016.

Dalyce has 13+ years of experience in wealth management. Prior to Class VI she was a Financial Planner at Key Private Bank, where she earned her CFP® designation and started developing her expertise with business owners. Before shifting her career to finance, she worked in real estate and non-profit.

As Director of Client Experience, Dalyce is focused on improving and enhancing the client experience and ensuring the highest level of service and attention for all our client families. As one of the team’s Financial Planners, she works with Class VI clients to address retirement, cash flow, tax & estate planning, and other financial goals.

A native of Bellingham, Washington, Dalyce graduated from Whitworth University in Spokane, WA with a degree in Sociology and Spanish. She has spent time living in Costa Rica and loves to travel there, as well as other domestic and international destinations with her husband, Kevin.

Luke is Senior Investment Strategist for Class VI Family Office, joining the team in January 2019 as a Client Advisor and being promoted to his current role in 2021.

Luke has 12+ years of experience in banking and wealth management, including 9 years between Wells Fargo and Bank of the West Private Bank. He has served business owners and other high net worth individuals, helping them think through credit solutions, financial planning opportunities and asset allocation decisions.

As Senior Investment Strategist, Luke is responsible for designing, implementing, and monitoring our clients’ investment portfolios. He helps assess a client’s risk tolerance, goals, and time horizon and then creates a customized investment policy. Luke plays a key role in the overall investment strategy of the firm, including asset allocation decisions, manager selection, due diligence of private investments, and in providing market commentary and investment-related client communications.

Luke was born in MA, raised in CO, and graduated from University of Colorado at Boulder with a degree in economics. He also holds the CFP® designation. Luke and his wife, Jess, are the proud parents of 5 young children.

Sean is a Wealth Advisor for Class VI Family Office, joining the team in May 2021.

Sean started his career at FactSet Research Systems in San Francisco and then spent 3 years with Charles Schwab as a Financial Consultant, at one of their most affluent branches in Silicon Valley. At Schwab, Sean was responsible for helping high net worth clients (business owners, tech executives, and venture capitalists) with all aspects of wealth management.

As Wealth Advisor, Sean works with Class VI clients to provide solutions for retirement, cash flow, education funding, tax and estate planning, as well as other goals. He ensures that all our clients receive world class service, taking care of our clients throughout all phases of the relationship.

Sean is a Colorado native and a University of Colorado – Boulder graduate with a dual degree in Business and Chinese. He earned his CFP ® designation in 2021. He and his wife, Alexandra, and their dog, Archie, love to spend time with family, friends and enjoying the great outdoors in Colorado.

Jeff Puckette is a Portfolio Manager for Class VI Family Office, joining the team in April 2023.

Jeff started his career at BlackRock in New York City and spent 8 years with the firm, initially as a member of the Fixed Income Investment Strategy team and then as a Vice President and Portfolio Manager for the BlackRock Global Allocation Fund. Within this role, Jeff focused on thematic equity strategy and investing, identifying opportunities to exploit structural change, policy evolution, and dislocations across global industries.

As Portfolio Manager, Jeff is focused on strategic allocation, security selection, manager & fund due diligence, and overall market & economic research for the firm. He is actively managing client portfolios to ensure they are aligned with target allocation and client goals.

Jeff is a native of Pennsylvania and graduated from the University of Pennsylvania with a bachelor’s degree in economics. He and his wife, Heather, are enjoying living in Colorado with their dog and love to ski, cook, and travel.

Chris Younger is CEO and co-founder of Class VI Partners, a FINRA-registered investment bank that started in 2005. Chris also helped to co-found Class VI Partners Family Office, which launched as a Registered Investment Advisor in September 2016.

Prior to starting Class VI, Chris spent more than 20 gaining experience in executive management, marketing, sales, law, and mergers and acquisitions. Chris was a co-founder and President of Expanets, the nation’s largest provider of converged communications solutions. During his tenure with Expanets, Chris led the acquisition and integration of 27 companies, ranging in size from $2 million to over $1 billion in annual revenues, ultimately leading to its acquisition by Avaya in late 2003. Prior to Expanets, Chris was a practicing attorney.

As CEO, Chris guides the entire Class VI organization in its efforts to “empower the entrepreneurial spirit”. As part of the Family Office, Chris is focused on strategic planning, improving & expanding our client offering, and is passionate about the team’s delivery of superior client service.

Chris graduated from Miami University (Ohio) and Harvard Law School. Chris and his wife, Maribeth, are natives of Ohio, but have been in Denver since 2000. They have 3 adult children and enjoy spending time in the Colorado outdoors.

David Tolson is Managing Director and co-founder of Class VI Partners, a FINRA-registered investment bank that started in 2005. David also helped to co-found Class VI Partners Family Office, which launched as a Registered Investment Advisor in September 2016.

Prior to starting Class VI, David founded CapitalValue in 2001, a valuation services firm providing valuations to mid-market entrepreneurs in the Rocky Mountain Region. In addition to his valuation experience, David was responsible for business and corporate development for a number of startups and most notably, he created and ran a highly successful strategic business unit at JD Edwards, an enterprise resource planning software company.

As Managing Director, David focuses on business development for Class VI Securities and serves as Chief Compliance Officer for Class VI Family Office. He is passionate about the firm’s mission to “empower the entrepreneurial spirit” and developing and empowering Class VI team members.

David is a graduate of Colorado State University (B.A.) and the University of Colorado, Denver (MBA). He enjoys golf, mountain biking and the Colorado outdoors. David and his wife, Alisa, have 4 young adult children.