Insight Wealth Strategies

Our team

Ranked on Forbes list of America’s Top RIA Firms 2023

Brian Stormont CFP®

Managing Partner/Financial Advisor

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Chad Seegers CRPC®

Managing Partner/Financial Advisor

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Anthony Ortale

CEO

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Camille Mobiley

COO

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Michael Agorastos CFP®

Lead Advisor

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Tim Raftis CFP®

Lead Advisor

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Andre Paiva CRPC®

Associate Advisor

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Cristina Walker

Client Service Manager

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Mindy Macalino

Client Service Manager

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Cole Durkin CFA®

Portfolio Manager

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Erica Needham

Marketing Manager

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Aaron Karas CFP®

Financial Advisor

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Preston Mayo

Associate Advisor

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Ready to plan your retirement transition?

The decisions you make in the next few years will determine your retirement lifestyle. Let’s create a plan that gives you confidence in your financial future.

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