Managing Partner/Financial Advisor
Managing Partner/Financial Advisor
Lead Advisor
Founder/Financial Advisor
Portfolio Manager
Financial Advisor
Client Service Manager
Director of Operations
Marketing Manager
CEO
Lead Advisor
Lead Advisor
Client Service Manager
Brian Stormont is a comprehensive, fee-only financial advisor 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.
Brian offers objective, strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about their financial aspirations and uses his unique insight to create a plan to help his clients achieve those goals. Brian works closely with his clients’ attorneys, CPA’s, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies. He offers them a great deal of personal attention, guiding his clients through a variety of market conditions.
Prior to joining Insight, Brian trained other financial advisors on advanced Investment and retirement concepts. Currently, Brian is an active member of the Financial Planner Association of the East Bay and also the Estate Planning Council of Diablo Valley. In addition to earning his Certified Fund Specialist (CFS) designation, Brian completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2013.
Brian grew up in New England and attended the University of Denver, where he graduated with a BS/BA in Finance & Marketing. He moved to the Bay Are in 2004 and currently lives in Orinda with his wife, 3 kids, 4 goats, 8 chickens and 2 dogs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chad began his career with Sagemark Consulting in 2005 and then became a Select member of Sagemark’s Private Wealth Services which operated as a national resource for financial planners focusing on Advanced Strategies in the High Net Worth marketplace. Chad then began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strategies as he serves as Investment Strategist for the financial planning team.
Chad is an involved emerging leader with the Global Interdependence Center which is a monetary policy and global trade think tank for the Philadelphia Federal Reserve Bank. He is also a supporting Member of the World Affairs Council.
Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.
Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.
Michael has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.
He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
David Chazin is a fee-only financial advisor for Insight Wealth Strategies. His practice focuses on helping 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.
This typically ranges from assisting clients with their investments by applying proper asset allocation, risk tolerance assessment, and modern portfolio theory techniques, to developing a customized, fully comprehensive financial plan identifying issues that need to be addressed and outlining steps that need to be taken.
David’s expertise encompasses retirement planning, investment planning/management, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. He works closely with his clients’ attorneys, CPA’s, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies to guide them toward their financial goals, giving them a great deal of personal attention and adapting their plan to fit their ever-changing lives.
Prior to founding Insight Wealth Strategies, David gained twenty-plus years of financial experience as the founder and CEO of two successful companies: in 1989, he started Lasertek, a pioneer in the field of remanufacturing print toner cartridges, and in 1994, he started BooksNow, one of the first internet bookstores. He studied Business at San Diego State University.
Cole began his career with Sagemark Consulting where he assisted with portfolio management for a team of advisors. He joined the Houston Insight Wealth Strategies team in 2018, where his responsibilities consist of researching, constructing, and managing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Following his undergraduate degree, he earned his Master’s in Investment Management and Financial Analysis from Creighton University. Lastly, Cole is a CFA® charter holder.
Aaron Karas is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. He offers objective, strategic advice designed to help his clients accumulate, retain, protect, and transfer their wealth.
Client Service Manager
After graduating from the University of California, Davis with majors in Communication and Psychology, Mindy resided in Hawaii and later San Diego before returning to her hometown to live closer with her family and settle down.
Shortly afterwards, she transitioned into her current role as a Client Service Manager at Insight Wealth Strategies in 2024. In this position, she ensures a seamless onboarding experience for clients and serves as a trusted liaison between clients and the firm, addressing inquiries, scheduling meetings, processing paperwork, and maintaining accuracy in the client database.
Outside of work, Mindy enjoys exercising at the gym, reading personal development and psychology books, meditating, and basking in the sun.
Camille obtained her Bachelor’s degree in English from Chico State and worked in Marketing for Safeway shortly after graduating. She moved to Las Vegas for 2 ½ years and worked in Marketing for Caesars Entertainment while also obtaining her MBA. Camille moved back to California where she and her husband welcomed their first child, Aiden, in 2016 and now their second child, Caleb, in 2019. In her free time she enjoys hiking, wakeboarding, camping, reading, and traveling.
Erica worked in sales and hospitality management for 15 years prior to joining Insight Wealth Strategies. She started in the restaurant world and worked her way up to Director of Sales and Events at The Faculty Club of U.C. Berkeley. She is a Bay Area native and moved to Dublin with her family in 2019. In her free time she enjoys board games, hiking and reading.
Anthony Ortale is the Chief Executive Officer at Insight Wealth Strategies, LLC. He has been in the financial services industry since 1998 and has broad experience in areas of compliance, practice management, and operations. Prior to joining Insight, Anthony has worked with financial advisors at TD Ameritrade, Charles Schwab and as Chief Operations Officer at an independent RIA firm.
Anthony earned his B.S. in Political Science from Arizona State University. He lived in San Diego prior to moving to the Bay Area in 2010 and currently resides in Danville. He enjoys golfing and traveling.
Andre joined Insight Wealth Strategies in 2018 and works as an Associate Advisor on our Advisory team creating financial plans and implementing investment management strategies for our clients. He holds a Bachelor’s degree in Business Management from University of Phoenix, he has previously passed his Series 7 and 66 licenses as well as CA life and health insurance, and is a notary public.
He started in the industry as a Client Service Manager with an outside financial planning firm back in 2013 where he helped advisors build financial plans and helped clients with strategy implementation.
Andre is originally from Brazil and moved to the Bay Area with his family in 1992 where he has lived since. When he is not in the office, Andre enjoys traveling with his wife, camping, and fishing.
Tim Raftis is a comprehensive, fee-only financial planner with Insight Wealth Strategies. With over 30 years in the financial services industry, Tim draws on his extensive experience to offer clients customized solutions to managing their wealth.
Tim is a problem solver who works to simplify clients’ financial lives. He assists clients in identifying and prioritizing their various goals – including investments, tax planning, retirement income, and wealth transfer – then develops strategies customized to suit their personal circumstances and their own unique feelings and attitudes.
Tim is passionate about building lasting relationships with clients through his commitment to providing exceptional personalized service.
Tim grew up in Seattle, WA and Summit, NJ, and attended Trinity College in Hartford, CT, where he graduated with a BA in Economics. He received his certificate in Personal Financial Planning from UC Berkeley and completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.
Tim lives in Moraga, CA with his wife Jennifer, and enjoys swimming, hiking, and golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Cristina has been an integral part of Insight Wealth Strategies’ team since 2016 and previously served as Administrative Assistant to Chad Seegers. Cristina currently oversees the daily operations and procedures by managing the office, giving support to all of our Houston planners with meeting schedules and the client database. She is responsible for creating and implementing client’s paperwork processes and resources in order to provide the best customer care experience.
