Meet Our People

David Chazin

Managing Partner / Financial Planner

(925) 659-0251

David Chazin is a fee-based financial planner who serves as Managing Partner at Insight Wealth Strategies. His practice focuses on helping to provide his clients with a comprehensive solution to their financial needs. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth.



Brian Stormont, CFP®

Partner / Financial Planner

(925) 659-0271

Brian Stormont is a comprehensive, fee-based financial planner with Insight Wealth Strategies who began his career in the financial industry in 2000. His expertise encompasses retirement planning, investment planning, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes.



Kevin Barrett, AAMS®

Partner / Financial Planner

(925) 659-0250

Kevin Barrett is an Accredited Asset Management Specialist and a fee-based financial planner at Insight Wealth Strategies. He specializes in retirement planning, investment planning, estate planning, and tax reduction strategies that help business owners and individuals minimize their income taxes.



Nate Hintz

Financial Planner

(925) 659-0257

Nate Hintz is a financial planner at Insight Wealth Strategies in San Ramon, CA. His primary areas of expertise are retirement, investment, estate, asset preservation, and tax reduction strategies. He is dedicated to understanding his clients’ needs and goals in order to develop tactical, comprehensive financial solutions.



Milan Torres, CFP®, CRPC®

Financial Planner

(949) 623-1764

Milan Torres is a CERTIFIED FINANCIAL PLANNER&TM; practitioner and a comprehensive, fee-based financial planner. His primary areas of expertise are retirement, estate, investment, asset preservation and business succession considerations. His practice goal is to design a plan for retirees, business owners, and individual families that will protect and grow what they have worked hard to accumulate.



Kirk O'Brien, CFP®

Financial Planner

(949) 474-6892

Kirk O’Brien is a CERTIFIED FINANCIAL PLANNER™ practitioner and a comprehensive, fee-based financial planner. He specializes in retirement planning, investment solutions, estate planning, asset preservation strategies, and business succession considerations.



Chad G. Seegers, CRPC®

Financial Planner

(713) 552-7932

Chad Seegers is a comprehensive, fee-based financial planner who began his career in the financial industry in 2005. His primary areas of expertise are retirement, estate, investment, asset preservation and business succession considerations.



Nathan Harrison, CFP®, CRPC®

Financial Planner

(281) 880-9955

Nathan Harrison has earned the CERTIFIED FINANCIAL PLANNER™ practioner certification and is a fee-based financial planner at Insight Wealth Strategies with twelve years of experience in the financial industry. He is dedicated to helping his clients find comprehensive solutions to their financial needs. His objective and strategic advice allows his clients to accumulate, retain and transfer wealth.



Tim Anselmi, CFP®, CRPC®

Financial Planner

(281) 880-9955

Tim Anselmi has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification and is a fee-based financial planner. He specializes in retirement planning, investment planning, estate planning, asset preservation, and business succession considerations.



John L. Wilson, CPA*, CFP®

Financial Planner

(713) 552-7929

John Wilson is a comprehensive, fee-based financial planner with over 10 years of experience in retirement planning, investment planning, estate planning, and high-level tax reduction strategies for individuals.



Virg Cristobal, CFP®

Financial Planner

Through his affiliation with Lincoln Financial Advisors Corp., Virg specializes in providing fee-based financial planning by creating a roadmap to help you achieve your financial goals. He collaborates with your existing advisors and develop creative design ideas uniquely tailored to your needs and priorities. Ultimately, he helps to protect, preserve, and manage your wealth by taking your planning to the next level.



Jay Schurman

Partner / Financial Planner

(925) 659-0276

Jay Schurman is a fee-based financial planner and partner at Insight Wealth Strategies / Lincoln Financial Advisors. Jay‘s expertise encompasses retirement planning, investment planning/management, business retirement plans, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. He works closely with his clients as helps them turn their retirement savings into a retirement paycheck.



Robert Dillow, MBA, CFP®

Partner / Financial Planner

(925) 659-0355

Robert Dillow brings to Insight Wealth Strategies over 18 years of expertise assisting retirees, executives, owners of closely held businesses, and affluent families.



Chris McClure

Financial Planner

(925) 659-0213

Chris McClure is a fee-based financial planner with Insight Wealth Strategies who joined Lincoln Financial Advisors in San Ramon in 1994 working with business owners, pre-retirees and retirees.



Edward Rusnak, MBA

Financial Planner

Edward Rusnak joined Lincoln Financial Advisors to assist business owners and families make better decisions in the areas of wealth management, retirement income planning, risk management and estate planning. Through our partnership with Lincoln Financial Advisors Corp., Edward can provide customized solutions for our clients’ needs.



Jon Lee, CFP®, ChFC

Plan Design Coordinator

Jon Lee, the Plan Design Coordinator for Insight Wealth Strategies, has been working in the financial services industry for over 15 years.



Thomas Christensen, CFP®, CRPC

Director of Financial Planning

As a Director of Planning for Lincoln Financial Advisors Corp, Tom Christensen, CFP®, CRPC, works with planners to build a clear understanding of the issues involved as well as the possible solutions available.



Alex Izmailov

Director of Client Services

(925) 659-0211

Alex Izmailov began his work in the financial services industry in 2006. He has experience with all phases of financial strategies including investment planning, retirement and income planning, and implementing tax reduction for high net worth clients and business owners.



April Grepo

Director of Business Development

(925) 659-0208

With a background in Business Management and Client Relations, April brings a level of professional experience to her position in Business Development for Insight. Prior to her position here, April specialized in building divisions within companies from the ground up and has always had an entrepreneurial mindset. Her background includes management, sales, banking/finanace and real estate. April has a natural passion for helping people and is a supporter of Breast Cancer research/awareness.



Rosan Dela Cruz

Marketing Manager

(925) 659-0313

With a background and education in marketing, Rosan Dela Cruz joined the Insight team to boost marketing efforts. A few of her duties include the management of drip mailing campaigns, Search Engine Optimization and finding qualified leads. She graduated from California State University, East Bay with a Bachelor’s degree in Business Administration and options in Corporate Management and Advertising.



Raiya Jamil

Lead Planning Assistant

(925) 659-0215

Raiya is the Lead Planning Assistant at Insight Wealth Strategies. She assists in financial planning processes and ongoing client services. She is also responsible for coordinating proposals for clients and managing account databases.

She graduated from UC Davis with a bachelor's degree in Economics. Outside of the office, Raiya enjoys reading, trying new cuisines and spending time with family and friends.



Rebecca Wynarczyk

Business Processing Manager

(925) 659-0371

Rebecca is the Business Processing Manager for Insight. She manages the processing of new business and assists with maintaining existing client accounts. Rebecca has experience in marketing, insurance, commercial real estate and financial services.



Michael Agorastos

Investment Support Specialist

(925) 659-0358

Michael is an Investment Support Specialist at Insight. He holds his series 7 license and is currently studying for the series 66 exam. Before joining Insight, Michael attended California State University, Chico where he earned a degree in Business Administration with an option in Finance.



Teri Fong

Executive Assistant

(925) 659-0318

Teri Fong is an Executive Assistant at Insight who provides clerical support to the team. She tracks commissions, processes payroll, renews licenses, assists with ad-hoc reporting, and works on special projects. She obtained her BS (Accounting) from UC Berkeley, and her Masters (Gen Mgmt) from Golden Gate University. Aside from work, she thoroughly enjoys swimming, tennis, movies and traveling.



Briana Horley

Sales and Marketing Assistant

(925) 659-0264

Briana Horley is the Sales and Marketing Assistant at Insight Wealth Strategies. She assists in marketing campaigns, Search Engine Optimization and analysis for the sales team. Before joining the Insight team, she attended the University of Colorado, Boulder where she studied Psychology and Sociology.



Alexis Estrada

Marketing Assistant

(925) 659-0318

Alexis Estrada is the Marketing Assistant at Insight Wealth Strategies. She assists in marketing campaigns, database building and maintenance and client mailings. She graduated Magna Cum Laude from Cal State East Bay with a B.S. in business administration.



Barry Bruns

Business Development Associate

(925) 659-0236

Before joining the Insight team, Barry worked in the financial services area and worked with an insurance company as the sales and marketing director. He is a graduate of California State University, Chico with a degree in Economics.



Lynda Gertz

Business Development Associate

(925) 659-0398

Prior to joining the Insight team, Lynda worked in the customer services/sales industry for 11 years. On multiple occasions she has been recognized for her performance and exceeded expectations in client relations. Outside of the office, she lives with her fiancé in Crockett.



National Support Team

Insight Wealth Strategies planners are registered through Lincoln Financial Advisors Corp., one of the nation's leading fee-based financial planning firms, which boasts the strength and stability of its 105-year-old heritage. Some of the resources with whom we work closely through our affiliation with Lincoln Financial Advisors are:

Robert E. Appel, J.D.*, LL.M., M.B.A.
Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®
Nasser Ali, CFA, CFP®, AAMS, CMFC
Timothy S. Johnson, J.D.*
Robert A. Studin, CFP®, PFS, CPA*, J.D.*