As published on Houston Business Journal.
SAN RAMON, CALIFORNIA, May 11, 2016 – David Chazin, Managing Partner of Insight Wealth Strategies, has announced the addition of three Financial Planners to the current team servicing the Houston, Texas area, where they offer comprehensive and strategic financial advice to the company’s growing client base.
Aaron Karas has joined Insight as a comprehensive, fee-based planner who began his career in the financial industry in 2008. Previously he was with Wells Fargo as a financial planner and JP Morgan Chase as a licensed private banker. His primary areas of expertise are financial planning, investment portfolio management, liability management, estate planning, and hedging strategies. In his practice, Aaron brings a passion for excellence in helping clients achieve their financial goals. He cultivated that passion while he was a letterman of the football team at Baylor University, where he also earned his Bachelor of Arts degree.
He lives with his wife and children in the Woodlands area of Texas where he grew up.
David Thailing has come onboard and brings experience in all phases of comprehensive financial planning including investment, retirement and income planning. He began his career in 1993 in the finance industry. Prior to joining Insight Wealth Strategies, David had extensive experience originating, structuring and distributing over $1.9 billion of real estate securities. He also trained other financial advisors on advanced income generating strategies.
David and his wife of over 18 years enjoy traveling, hiking and contributing to various local organizations that serve disadvantaged children.
Bruce Robertson also joins Insight Wealth Strategies and brings over 20 years of experience in the industry meeting the diverse financial needs of his clients. By focusing on developing lasting relationships through comprehensive financial planning including wealth management, retirement planning, risk management and estate planning, he helps clients reach their financial goals throughout the various stages of their lives.
When Bruce is not spending his personal time with his four children, he can be found playing the alto or soprano saxophone, serving his church or jogging on the trails around Houston, where he resides with his family.
ABOUT THE COMPANY
Insight Wealth Strategies is a comprehensive financial planning company that specializes in working with clients currently employed, or retired from, the oil and gas industry. Insight Wealth Strategies financial planners provide objective, strategic, and effective advice to help clients accumulate, retain and transfer wealth. By applying in-depth planning, proper asset allocation, risk tolerance assessment, modern portfolio theory and investment analysis, they deliver financial solutions specific to their clients’ needs. In addition to their continued commitment to a disciplined long-term planning process for building clients’ wealth, they have an ongoing and strong dedication to delivering extraordinary customer service. Besides their office in Houston, Insight has offices located in San Ramon, Livermore, Point Richmond, Bakersfield and Irvine, California.
More information about Insight Wealth Strategies can be found at insight2wealth.com or by calling (800) 318-7848.
Insight Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.
David Chazin, Aaron Karas, David Thailing and Bruce Robertson are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.
In CA, Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
In TX, Insurance offered through Lincoln affiliates and other fine companies.
1330 Post Oak Blvd, Suite 2800, Houston, TX 77056. (832) 786-0317. CRN1479321-042116