Our Team

San Ramon Financial Planners

David Chazin
Managing Partner & Financial Planner
(925) 659-8007
Brian Stormont, CFP®
Partner & Financial Planner
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(925) 659-8006
Nate Hintz
Financial Planner                                   
(925) 659-8092
Alex Izmailov
Financial Planner                                   
(925) 659-8094
Cortland Golightly
Financial Planner
(925) 659-8091
Scott Stewart
            Financial Planner          
(925) 659-8038

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

Investment Management Team

Ricky Platt, MBA, CFA
Portfolio Manager
(925) 659-0398
Dragos Georgescu, MA, MS
Portfolio Manager
(925) 659-8025
Carl M. Gabler
Head of Portfolio Execution
(925) 659-8019

Staff

Shane Reniker, MBA, CFP®, CLU®, CFS®, AEP®
Director of Wealth Management
(925) 659-8034
Michael Agorastos
Investment Support Specialist
(925) 659-8035
Trent Larsen
Para Planner
(925) 659-8028
Dennis Culver
Para Planner
(925) 659-8018
Rebecca Wynarczyk
Business Processing Manager
(925) 659-8031
Justine Rin
Business Processing Associate
(925) 659-8014
Kristine Slear
Administrative Assistant
(925) 659-8017
Camille Mobley
Administrative Assistant
(925) 659-8128
Melissa Dastvarz
Project Manager
(925) 659-8009
Angelius Knox
Finance Associate
(925) 659-8127
Kim Conley, MBA
Head of People
(925) 659-8027
Mary Rogers
Marketing Manager
(925) 659-8016
Melissa Romero
Marketing Assistant
(925) 659-8095
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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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