8:00 – 5:00

Monday to Friday

Our Team

San Ramon Financial Planners

David Chazin
Managing Partner & Financial Planner
(925) 659-0251
Brian Stormont, CFP®
Partner & Financial Planner
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(925) 659-0271
Nate Hintz
Financial Planner                                   
(925) 659-0257
Alex Izmailov
Financial Planner                                   
(925) 659-0365
Cortland Golightly
Financial Planner
(925) 659-0216
Jonathan D. Elfin, CRPC, MBA
               Financial Planner                  
(925) 659-0256
Scott Stewart
            Financial Planner          
(925) 659-0266

Houston Financial Planners

Chad G. Seegers, CRPC®
Financial Planner
(713) 552-7932
David Thailing
Financial Planner
(713) 552-7923
Aaron Karas
Financial Planner
(713) 552-7904
Bruce W. Robertson
Financial Planner
(713) 552-7903

Irvine Financial Planners

Milan Torres, CFP®, CRPC®
Financial Planner
(949) 623-1764
Kirk O’Brien, CFP®
Financial Planner
(949) 474-6892

Staff

Shane Reniker, MBA, CFP®, CLU®, CFS®, AEP®
Director of Wealth Management
(925) 659-0211
Michael Agorastos
Investment Support Specialist
(925) 659-0358
Rebecca Wynarczyk
Business Processing Manager
(925) 659-0371
Trent Larsen
Para Planner
(925) 659-0278
Dennis Culver
Para Planner
(925) 659-0261
Kristine Slear
Administrative Assistant
(925) 659-0319
Justine Rin
Business Processing Associate
(925) 659-0279
Melissa Dastvarz
HR/Operations Coordinator
(925) 659-0269
Larkin McGowan
Director of Marketing
(925) 659-0313
Mary Rogers
Marketing Assistant
(925) 659-0264
Nicolette Chan
Operations Assistant
(925) 659-0364
Carson Brown
Business Development Team Lead
(925) 659-0262
Rita Sciancalepore
Business Development Associate
(925) 659-0224
Gilda Bordeaux
Business Development Associate
(925) 659-0236
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