Our Team

San Ramon Financial Planners

David Chazin
CEO & Financial Planner

Brian Stormont, CFP®
Partner & Financial Planner

Michael Agorastos, CFP® Financial Planner

Stacy Chretien, CFP®
Financial Planner

Trent Larsen, CFP®
Financial Planner

Alex Izmailov
Financial Planner

Cortland Golightly
Financial Planner

Tyler Brooks
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

Staff

Christy Garcia
Marketing Coordinator

Camille Mobley, MBA
Project Manager

Jaylene Marron
Marketing Administrative Assistant

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

Jessica Hedges, MBA
Business Development Lead

David Watkins
Sales Development Representative

Anthony Ortale
Chief Operating Officer/CCO

Kim Conley, MBA
Head of People