Wasson Investment Services
David Wasson Investment Advisor Representative
30 years ago I began my career in the world of finance as an impartial voice analyzing the merits of one insurance product or strategy over another. 30 years later the same approach is paramount to every client: is this the best plan for his or her unique needs?
I grew up in northern California’s beautiful wine country and have raised my family here. As well, it is the home of my advisory business. Brookstone Capital Management is fortunate to be recognized coast to coast as a firm dedicated to long-term relationships, trust, and dedication along with our civic and charitable endeavors. It is my honor to serve as your trusted advisor.
Dean Zayed, JD, LLM, CFP®
Founder & CEO, Brookstone Capital Management
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionally-managed portfolios. As an independent firm, BCM is able to utilize a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a onesource solution for the management, growth, and preservation of its clients’ wealth.
Mark DiOrio, CFA
Chief Investment Officer, Brookstone Capital Management
Mark DiOrio joined Brookstone as Chief Investment Officer in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.