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). He received his Bachelor of Arts Degree in Economics from Northwestern University, where he completed the Business Institutions Program...
Mark DiOrio, CFA
Chief Investment Officer
Mark Perkins
JD, Principal
Customer Service Representatives
Our Customer Service Representatives handle many areas like processing requests, administrative assistance, reception, greeting, and first impressions. They are more than happy to assist with any questions that you may have.
Steve Alexander
Partner and Co-Founder Alexander Financial Management, LLC
Joe Alexander
Partner and Co-Founder Alexander Financial Management, LLC