Contact Info

Headquarters

Our Team

San Ramon Financial Planners

David Chazin
CEO & Financial Planner
(925) 659-8007
Brian Stormont, CFP®
Partner & Financial Planner
(925) 659-8006
Michael Agorastos, CFP®
Financial Planner
(925) 659-8035
Stacy Chretien, CFP®
Financial Planner
(925) 659-8025
Trent Larsen, CFP®
Financial Planner
(925) 659-8028
Alex Izmailov
Financial Planner
(925) 659-8094
Cortland Golightly
Financial Planner
(925) 659-8091
Derek Hebert
Financial Planner
(925) 659-8131
Tyler Brooks
Financial Planner
(925) 659-8137

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

Investment Management Team

Chad G. Seegers, CRPC®
Investment Strategist/Financial Planner
(713) 344-1663
Cole Durkin
Portfolio Manager
(713) 609-9576

Staff

Anthony Ortale
Chief Operating Officer/CCO
(925) 659-8127
Kim Conley, MBA
Head of People
(925) 659-8027
Rebecca Wynarczyk
Business Processing Manager
(925) 659-8031
Dennis Culver
Paraplanner Team Lead
(925) 659-8018
Andre Paiva
Paraplanner
(925) 495-2518
Paolo Coronel
Paraplanner
(925) 659-8095
Cristina Walker
Office Administrator
(713) 609-9645
Camille Mobley, MBA
Project Manager
(925) 659-8128
Justine Juarez
Business Processing Associate
(925) 659-8014
David Watkins
Sales Development Representative
(925) 659-8012
Jessica Hedges, MBA
Business Development Lead
(925) 659-8039
Jaylene Marron
Marketing Administrative Assistant
(925) 659-8093
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