Our Team

San Ramon Financial Planners

David Chazin
CEO & Financial Planner

Brian Stormont, CFP®
Partner & Financial Planner

Michael Agorastos, CFP® Financial Planner/Market Strategist

Trent Larsen, CFP®
Financial Planner

Alex Izmailov
Financial Planner

Cortland Golightly
Financial Planner

Derek Hebert
Financial Planner

Houston Financial Planners

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

David Thailing
Financial Planner

Aaron Karas
Financial Planner

Investment Management Team

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

Cole Durkin
Portfolio Manager

Michael Agorastos, CFP® Financial Planner/Market Strategist

Staff

Anthony Ortale
Chief Operating Officer/CCO

Kim Conley, MBA
Head of People

Camille Mobley, MBA
Project Manager

Erica Needham
Marketing Administrator

Alicyn West
Marketing Adminstrator

Dennis Culver
Paraplanner Team Lead

Paolo Coronel
Paraplanner

Andre Paiva
Paraplanner

Rebecca Wynarczyk
Business Processing Manager

Justine Juarez
Business Processing Associate

Cristina Walker
Office Administrator