Our Team
Everyone at Bogart Wealth is a part of the team.
We have taken great care to build a collegial, cooperative culture as well as a diverse set of skills, experience, qualifications and licenses. Working together, we apply our combined expertise and know-how to each account.
Asima Aleem
Client Relationship Associate
Chaz Billak
AGT – Financial Planning
James Bogart
CFP®, ChFC®
CEO & President
Founder
Michael Camara
CFP®
Vice President
Financial Advisor
Alie Coe
SHRM-CP
Human Resources Specialist
Nick Conforti
CFP®
AGT – Portfolio Management
Nell Cordick
CFP®
Senior Vice President
Financial Advisor
Brendon Dashiell
CFA®
Senior Portfolio Analyst
Valerie Donely
Client Services Manager
Michelle Dubay
Chief Operating Officer
Michael Duffy
Vice President
Financial Advisor
Daniel Evans
CFP®
Financial Advisor
Hal Frankel
CMT®
Senior Research Analyst
Misty Garza
CFP®, MBA
Vice President
Financial Advisor
Jason Gulosh
CFP®
Director of Advisory
Mindy Harbour
Executive Assistant
Victoria Holcom
AGT - Portfolio Management
Suzanne Kellogg
IACCP®
Compliance Officer
Grayson Kirby
AGT – Client Services
Peter Knoer
CFP®
Vice President
Financial Advisor
Luke Leonard
AGT – Client Services
Jennifer Mascarenas
CFP®
Financial Planner
Patrick Marcinko
CFP®
Associate Financial Advisor
Harrison McQuaig
Financial Planner
Sydney Rutledge
CFP®
Associate Financial Advisor
Adam Platt
Junior Portfolio Analyst
Jung Seh
CFP®
Financial Advisor
Aleksandr Spencer
CFA®
Chief Investment Officer
Stephen Thorsen
Junior Portfolio Analyst
Nate Vandemeule-broecke
AGT – Client Services
Morgan Veth
CFP®
Vice President
Financial Advisor
Brian Windsor
CFP®
Vice President
Financial Advisor
Virginia
Chaz Billak
AGT – Financial Planning
James Bogart
CFP®, ChFC®
CEO & President
Founder
Alie Coe
SHRM-CP
Human Resources Specialist
Nick Conforti
CFP®
AGT – Portfolio Management
Nell Cordick
CFP®
Senior Vice President
Financial Advisor
Brendon Dashiell
CFA®
Senior Portfolio Analyst
Valerie Donely
Client Services Manager
Michelle Dubay
Chief Operating Officer
Michael Duffy
Vice President
Financial Advisor
Hal Frankel
CMT®
Senior Research Analyst
Jason Gulosh
CFP®
Advisory Director
Victoria Holcom
AGT - Portfolio Management
Suzanne Kellogg
IACCP®
Compliance Officer
Grayson Kirby
AGT – Client Services
Luke Leonard
AGT – Client Services
Patrick Marcinko
CFP®
Associate Financial Advisor
Jennifer Mascarenas
CFP®
Financial Planner
Harrison McQuaig
Financial Planner
Adam Platt
Junior Portfolio Analyst
Jung Seh
CFP®
Financial Advisor
Aleksandr Spencer
CFA®
Chief Investment Officer
Stephen Thorsen
Operations Analyst
Nate Vandemeule-broecke
AGT – Client Services
Morgan Veth
CFP®
Vice President
Financial Advisor
Brian Windsor
CFP®
Vice President
Financial Advisor
Texas
Asima Aleem
Client Relationship Associate
James Bogart
CFP®, ChFC®
CEO & President
Founder
Michael Camara
CFP®
Vice President
Financial Advisor
Daniel Evans
CFP®
Financial Advisor
Misty Garza
CFP®, MBA
Vice President
Financial Advisor
Mindy Harbour
Executive Assistant
Peter Knoer
CFP®
Vice President
Financial Advisor
Sydney Rutledge
CFP®
Associate Financial Advisor
Tax Preparation & Planning
Troy O'Callaghan
MBA, CPA®
Tax Partner
Madeline Brogan
Tax Director
Gordon Weiberg
Senior Tax Associate
Nicole Guidry
Senior Tax Associate
Lauren Baronaske
Tax Associate
Felicia Vargas
Tax Associate
Irene Osborne
Administrative Assistant
Makayla Earl
Administrative Assistant
Please Note Limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services.
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