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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.
Aleem 9624 web LowRes Vertical 2 e1683737146529 | Bogart Wealth

Asima Aleem

AGT – Client Services

Bogart Wealth Shesh Batni232506 scaled e1703276078407 | Bogart Wealth

Shesh Batni

Digital Video Production Specialist

Chaz Billak 8.19.2022 scaled e1661274346502 | Bogart Wealth

Chaz Billak

AGT – Financial Planning

James Bogart173416 2 1 scaled e1683736916184 | Bogart Wealth

James Bogart

CFP®, ChFC®
CEO & President
Founder

MikeCamara 12 2020 e1616160876605 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

Nick Conforti BW67575 2 | Bogart Wealth

Nick Conforti

CFP®
AGT – Portfolio Management

Nell Cordick BW67523 3 | Bogart Wealth

Nell Cordick

CFP®
Senior Vice President
Financial Advisor

Alie Coe BW67492 scaled e1640729533742 | Bogart Wealth

Alie Cowley

SHRM-CP
Human Resources Manager

Bogart Brendon Dashiell205189 scaled e1693410552636 | Bogart Wealth

Brendon Dashiell

CFA®
Senior Portfolio Analyst

Bogart Wealth Valarie D zoom scaled pyducom8shlw0g1pfq49sp2te9gi8qr61h5q6rooic | Bogart Wealth

Valerie Donely

Client Services Manager

Michelle Dubay BW67437 scaled e1640729430375 | Bogart Wealth

Michelle Dubay

Chief Operating Officer

Mike Duffy2 scaled e1650477484672 | Bogart Wealth

Michael Duffy

Vice President
Financial Advisor

profile picture

Leah Dwyer

CFP®
Associate Financial Advisor

Daniel Evans profile picture

Daniel Evans

CFP®
Financial Advisor

Hal Frankel BW67432 2 | Bogart Wealth

Hal Frankel

CMT®
Senior Portfolio Analyst

Bogart Wealth Saro Gahima256170 scaled e1715785687269 | Bogart Wealth

Saro Gahima

Senior Client
Services Associate

Garza 3198 4x6print HighRes Horizontal 2 | Bogart Wealth

Misty Garza

CFP®, MBA
Vice President
Financial Advisor

Headshot of Mindy

Mindy Harbour

Business Development Coordinator & Texas Offices Administrator

Victoria Holcom 2 | Bogart Wealth

Victoria Holcom

AGT - Portfolio Management

Bogart Wealth Christine Janaske232493 scaled e1703276148898 | Bogart Wealth

Christine Janaske

Director of Marketing

Bogart Wealth Kelly Kaczmarek232536 scaled e1703276315660 qh7a605azzavz2o5kr6ewk1wvzmtatou9za4hj5r6s | Bogart Wealth

Kelly Kaczmarek

CFP®
Financial Planning Manager

Bogart Suzanne Kellogg205146 scaled e1693411667189 qbojjot2lufn7k43yaqjcip7w77s1h9u730l1raw2s | Bogart Wealth

Suzanne Kellogg

IACCP®
Compliance Officer

Photo Coming Soon | Bogart Wealth

Thomas Kellogg

AGT – Client Services

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Grayson Kirby q67vskz0p13qo8m77cyvsusmbggisdnb08b95l8dlw | Bogart Wealth

Grayson Kirby

AGT – Client Services

Bogart Luke Leonard205172 scaled e1693412850950 qbokeks56upuq98wl5e6s83in0yzzewaryrzs3i5lw | Bogart Wealth

Luke Leonard

AGT – Client Services

Bogart Wealth Jack Loesch232512 scaled e1703276533436 | Bogart Wealth

Jack Loesch

Portfolio Analyst

Patrick Marcinko 2 | Bogart Wealth

Patrick Marcinko

CFP®
Financial Advisor

Harrison McQuaig 2 | Bogart Wealth

Harrison McQuaig

Financial Planner

Muse 3129 4x6print vertical e1704475784137 qhvg46l36rent231ulncjmqjd0qk380dpr3fcmfjk8 | Bogart Wealth

Amanda Muse

CFP®
VICE PRESIDENT
Financial Advisor
Regional Manager

Platt Adam 8.18.2022 2 scaled e1661274574452 | Bogart Wealth

Adam Platt

Financial Planner

Headshot of Sydney

Sydney Rutledge

CFP®
Financial Advisor

Jung Seh 2 | Bogart Wealth

Jung Seh

CFP®
Financial Advisor

Aleks Spencer 3 3 | Bogart Wealth

Aleksandr Spencer

CFA®
Chief Investment Officer

Stephen Thorsen BW67466 2 | Bogart Wealth

Stephen Thorsen

Portfolio Analyst

Bogart Nate Vandemeulebroecke205158 scaled e1693412208727 | Bogart Wealth

Nate Vandemeule-broecke

AGT – Client Services

Veth Morgan 8.18.2022 scaled e1661274618181 | Bogart Wealth

Morgan Veth

CFP®
Vice President
Financial Advisor

1 1 e1663238996413 | Bogart Wealth

Else Wente

AGT - Client Services

Brian WIndsor Profile Picture

Brian Windsor

CFP®
Vice President
Financial Advisor

Virginia

Chaz Billak 8.19.2022 scaled e1661274346502 | Bogart Wealth

Chaz Billak

AGT – Financial Planning

Bogart Wealth Shesh Batni232506 scaled e1703276078407 | Bogart Wealth

Shesh Batni

Digital Video Production Specialist

James Bogart173416 2 1 scaled e1683736916184 q69mnlaqpqzpiblp3r60efr6mpgayj1coet7oaiqb6 | Bogart Wealth

James Bogart

CFP®, ChFC®
CEO & President
Founder

Nick Conforti BW67575 2 | Bogart Wealth

Nick Conforti

CFP®
AGT – Portfolio Management

Nell Cordick BW67523 3 | Bogart Wealth

Nell Cordick

CFP®
Senior Vice President
Financial Advisor

Alie Coe BW67492 scaled e1640729533742 | Bogart Wealth

Alie Cowley

SHRM-CP
Human Resources Manager

Bogart Brendon Dashiell205189 scaled e1693410552636 | Bogart Wealth

Brendon Dashiell

CFA®
Senior Portfolio Analyst

Bogart Wealth Valarie D zoom scaled | Bogart Wealth

Valerie Donely

Client Services Manager

Michelle Dubay BW67437 scaled e1640729430375 | Bogart Wealth

Michelle Dubay

Chief Operating Officer

Mike Duffy2 scaled e1650477466962 | Bogart Wealth

Michael Duffy

Vice President
Financial Advisor

Hal Frankel BW67432 2 | Bogart Wealth

Hal Frankel

CMT®
Senior Portfolio Analyst

Bogart Wealth Saro Gahima256170 scaled e1715785687269 | Bogart Wealth

Saro Gahima

Senior Client
Services Associate

Bogart Suzanne Kellogg205146 scaled e1693411667189 qbojjot2lufn7k43yaqjcip7w77s1h9u730l1raw2s | Bogart Wealth

Suzanne Kellogg

IACCP®
Compliance Officer

Victoria Holcom 2 | Bogart Wealth

Victoria Holcom

AGT - Portfolio Management

Bogart Wealth Christine Janaske232493 scaled e1703276148898 | Bogart Wealth

Christine Janaske

Director of Marketing

Photo Coming Soon | Bogart Wealth

Thomas Kellogg

AGT – Client Services

Bogart Wealth Kelly Kaczmarek232536 scaled e1703276315660 qh7a605azzavz2o5kr6ewk1wvzmtatou9za4hj5r6s | Bogart Wealth

Kelly Kaczmarek

CFP®
Financial Planning Manager

Grayson Kirby q67vskz0p13qo8m77cyvsusmbggisdnb08b95l8dlw | Bogart Wealth

Grayson Kirby

AGT – Client Services

Patrick Marcinko 2 | Bogart Wealth

Patrick Marcinko

CFP®
Financial Advisor

Bogart Luke Leonard205172 scaled e1693412850950 qbokeks56upuq98wl5e6s83in0yzzewaryrzs3i5lw | Bogart Wealth

Luke Leonard

AGT – Client Services

Bogart Wealth Jack Loesch232512 scaled e1703276533436 | Bogart Wealth

Jack Loesch

Portfolio Analyst

Harrison McQuaig 2 | Bogart Wealth

Harrison McQuaig

Financial Planner

Platt Adam 8.18.2022 2 scaled e1661274574452 | Bogart Wealth

Adam Platt

Financial Planner

Jung Seh 2 | Bogart Wealth

Jung Seh

CFP®
Financial Advisor

Aleks Spencer 3 3 | Bogart Wealth

Aleksandr Spencer

CFA®
Chief Investment Officer

Stephen Thorsen BW67466 2 | Bogart Wealth

Stephen Thorsen

Portfolio Analyst

Bogart Nate Vandemeulebroecke205158 scaled e1693412208727 | Bogart Wealth

Nate Vandemeule-broecke

AGT – Client Services

Veth Morgan 8.18.2022 scaled e1661274618181 ptp386ieacgra3sjznpltl44wq3pp9o48dwanun4d6 | Bogart Wealth

Morgan Veth

CFP®
Vice President
Financial Advisor

1 1 e1663238996413 | Bogart Wealth

Else Wente

AGT - Client Services

Brian WIndsor Profile Picture

Brian Windsor

CFP®
Vice President
Financial Advisor

Texas

Aleem 9624 web LowRes Vertical 2 e1683737146529 | Bogart Wealth

Asima Aleem

AGT – Client Services

James Bogart173416 2 1 scaled e1683736916184 | Bogart Wealth

James Bogart

CFP®, ChFC®
CEO & President
Founder

MikeCamara 12 2020 e1616160876605 p4g76r0li2tti5kckef6586y7koq14ylwchejicqn8 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

profile picture

Leah Dwyer

CFP®
Associate Financial Advisor

Evans Edit vertical e1691444086965 | Bogart Wealth

Daniel Evans

CFP®
Financial Advisor

Garza 3198 4x6print HighRes Vertical 2 | Bogart Wealth

Misty Garza

CFP®, MBA
Vice President
Financial Advisor

Headshot of Mindy

Mindy Harbour

Business Development Coordinator & Texas Offices Administrator

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Muse 3129 4x6print vertical e1704475784137 qhvg46l36rent231ulncjmqjd0qk380dpr3fcmfjk8 | Bogart Wealth

Amanda Muse

CFP®
VICE PRESIDENT
Financial Advisor
Regional Manager

Headshot of Sydney

Sydney Rutledge

CFP®
Financial Advisor

Tax Preparation & Planning

headshot of Troy

Troy O'Callaghan

MBA, CPA®
Tax Partner

1 1 e1663238996413 | Bogart Wealth

Madeline Brogan

Tax Director

Headshot of Gordon

Gordon Weiberg

Senior Tax Associate

Nicole headshot

Nicole Guidry

EA
Tax Supervisor

headshot of Lauren

Lauren Baronaske

Senior Tax Associate

1 1 e1663238996413 | Bogart Wealth

Duelce Zamudio

Tax Accountant

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Irene Osborne

Administrative Assistant

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Barbara Richardson

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.

Important Disclosure: The Tax Team is a team of accountants and tax professionals associated with the accounting firm of Troy O’Callaghan CPA. Employees of Troy O’Callaghan CPA render accounting and tax services for Bogart Wealth pursuant to a written agreement. Troy O’Callaghan CPA and Bogart Wealth are not affiliated in any other way and are not under common control. Bogart Wealth reserves the right to change its Tax Team at any time and without notice. No client of Bogart Wealth is required to use Troy O’Callaghan CPA for accounting or tax services, but if Bogart Wealth provides you with or agrees to provide you with accounting or tax services, you will receive services from Troy O’Callaghan CPA. For more information, please visit https://www.troyocallaghancpa.com/

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