Team
An Independent Advantage
Holly is an independent advisor, free to make the best plans for your needs and situation. She and her staff do not work for any particular company; they work for you. She is proud to be a Safe Money Advisor.
Holly Powell, CFP®, LUTCF
Principal and Owner
Holly Powell is a CERTIFIED FINANCIAL PLANNER™ Professional, an Investment Advisor Representative, and an independent insurance advisor. With over 25 years of industry experience, Holly is committed to the financial security of her...
Dean Zayed, JD, LLM, CFP®
Founder & CEO of Brookstone Capital Management, LLC
Dean is the Founder and CEO of Brookstone Capital Management, LLC (BCM), ranked as one of the Top 50 Fastest-Growing RIAs in the country by Financial Advisor magazine in 2013. He received his Bachelor of Arts Degree in Economics from...
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Mark DiOrio, CFA
Chief Investment Officer
Mark joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank...
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Mark Perkins
JD, Principal
Mark Perkins is a Principal of The Estate and Trust Law Group. Powell & Company, LLC and The Estate and Trust Law Group are independent of each other with separate office locations. Mark concentrates his practice in Estate Planning,...
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Sheli Picon
Customer Service Representative
As a Customer Service Representative, Sheli handles many areas like processing requests, administrative assistance, reception, greeting, and first impressions.
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Steve Alexander
Partner and Co-Founder Alexander Financial Management, LLC
Steve is a former law enforcement officer for the city of Mesquite and a graduate of the University of Texas at Arlington. He has nearly 20 years of experience in municipal government, including six terms as a city councilman. He has...
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Joe Alexander
Partner and Co-Founder Alexander Financial Management, LLC
Joe is a graduate of Texas Tech University and honed his professional skills in both the aviation and automotive fields before focusing all of his efforts and energies in the financial services industry. He is a former Trustee and...
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