Our Team

San Ramon Financial Planners

David Chazin
Managing Partner & Financial Planner
(925) 659-8007
Brian Stormont, CFP®
Partner & Financial Planner
(925) 659-8006
Nate Hintz
Financial Planner
(925) 659-8092
Alex Izmailov
                                   Financial Planner                                   
(925) 659-8094
Cortland Golightly
Financial Planner
(925) 659-8091

Houston Financial Planners

Chad G. Seegers, CRPC®
Investment Strategist/Financial Planner
(713) 344-1663
David Thailing
Financial Planner
(713) 589-2735
Aaron Karas
Financial Planner
(713) 589-2430
Albert G. Bothe, ChCF®, CLU®
Financial Planner
(713) 955-8031

Investment Management Team

Dragos Georgescu, MA, MS
Portfolio Manager
(925) 659-8025
Carl Gabler
Head of Portfolio Execution
(925) 659-8019
Chad G. Seegers, CRPC®
Investment Strategist/Financial Planner
(713) 344-1663
Cole Durkin
Investment Analyst
(713) 609-9576

Staff

Michael Agorastos
Lead Planning Specialist
(925) 659-8035
Trent Larsen
Paraplanner
(925) 659-8028
Dennis Culver
Paraplanner
(925) 659-8018
Cole Durkin
Investment Analyst
(713) 609-9576
Rebecca Wynarczyk
Business Processing Manager
(925) 659-8031
Justine Rin
Business Processing Associate
(925) 659-8014
Diana Castro, CPA
Paraplanner
(713) 999-9698
Andre Paiva
Paraplanner
(925) 495-2518
Kristine Slear
Administrative Assistant
(925) 659-8017
Camille Mobley
Administrative Assistant
(925) 659-8128
Cristina Walker
Office Administrator
(713) 609-9645
Melissa Dastvarz
Project Manager
(925) 659-8009
Kim Conley, MBA
Head of People
(925) 659-8027
Mary Rogers
Marketing Manager
(925) 659-8016
Melissa Romero
Marketing Assistant
(925) 659-8095
al
Albert Contrera, CLU®
Director of Business Development
(925) 659-8093
Rita Sciancalepore
Business Development Associate
(925) 659-8039
Gilda Bordeaux
Business Development Associate
(925) 659-8129
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