Our Team

Our Financial Planning Team

David Chazin
CEO & Financial Planner
San Ramon, CA

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Brian Stormont, CFP®
Partner & Financial Planner
San Ramon, CA

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Michael Agorastos, CFP® Financial Planner/Market Strategist
San Ramon, CA

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Chad G. Seegers, CRPC®
Investment Strategist/Financial Planner
Houston, TX

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David Thailing
Financial Planner
Houston, TX

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Aaron Karas
Financial Planner
Houston, TX

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Dennis Culver
Associate Advisor
San Ramon, CA

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Paolo Coronel
Associate Advisor
San Ramon, CA

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Andre Paiva
Associate Advisor
San Ramon, CA

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Investment Management Team

Chad G. Seegers, CRPC®
Investment Strategist/Financial Planner Houston, TX

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Cole Durkin
Portfolio Manager
Houston, TX

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Michael Agorastos, CFP® Financial Planner/Market Strategist
San Ramon, CA

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Staff

Anthony Ortale
Chief Operating Officer/CCO

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Kim Conley, MBA
Head of People

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Camille Mobley, MBA
Project Manager

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Erica Needham
Marketing Administrator

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Alicyn West
Marketing Adminstrator

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Rebecca Wynarczyk
Business Processing Manager

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Justine Juarez
Business Processing Associate

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Cristina Walker
Office Administrator

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Maryam Bargzie
Sales Development Representative

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