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
Client Service Associate
James Bogart
CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor
Michael Camara
CFP®
Vice President
Financial Advisor
Alie Coe
SHRM-CP
Human Resources Specialist
Nick Conforti
Client Service Associate
Nell Cordick
CFP®
Senior Vice President
Financial Advisor
Michelle Dubay
Chief Operating Officer
Michael Duffy
Vice President
Financial Advisor
Hal Frankel
CMT®
Senior Research Analyst
Misty Garza
CFP®, MBA
Vice President
Financial Advisor
Mindy Harbour
Senior Client Service Associate
Victoria Holcom
Client Service Associate
Peter Knoer
CFP®
Vice President
Financial Advisor
Patrick Marcinko
Associate Financial Advisor
Jennifer Mascarenas
CFP®
Associate Financial Advisor
Harrison McQuaig
Financial Planning Associate
Alex Moir
CRPC®
Client Service Associate
Adam Platt
Junior Portfolio Analyst
Sydney Rutledge
CFP®
Associate Financial Advisor
Jung Seh
Financial Advisor
Aleksandr Spencer
CFA®
Chief Investment Officer
Sandra Terronez
CFP®
Senior Financial Planner
Stephen Thorsen
Junior Portfolio Analyst
Morgan Veth
CFP®
Vice President
Financial Advisor
Brian Windsor
CFP®
Vice President
Financial Advisor
Virginia
Chaz Billak
Client Service Associate
James Bogart
CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor
Alie Coe
SHRM-CP
Human Resources Specialist
Nick Conforti
Client Service Associate
Nell Cordick
CFP®
Senior Vice President
Financial Advisor
Michelle Dubay
Chief Operating Officer
Michael Duffy
Vice President
Financial Advisor
Hal Frankel
CMT®
Senior Research Analyst
Victoria Holcom
Client Service Associate
Mark Kuniholm
CFP®
Financial Advisor
Patrick Marcinko
Associate Financial Advisor
Jennifer Mascarenas
CFP®
Associate Financial Advisor
Harrison McQuaig
Financial Planning Associate
Alex Moir
CRPC®
Client Service Associate
Adam Platt
Junior Portfolio Analyst
Jung Seh
Financial Advisor
Aleksandr Spencer
CFA®
Chief Investment Officer
Sandra Terronez
CFP®
Senior Financial Planner
Stephen Thorsen
Operations Analyst
Morgan Veth
CFP®
Vice President
Financial Advisor
Brian Windsor
CFP®
Vice President
Financial Advisor
The Woodlands
Asima Aleem
Client Relationship Associate
James Bogart
CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor
Michael Camara
CFP®
Vice President
Financial Advisor
Misty Garza
CFP®, MBA
Vice President
Financial Advisor
Mindy Harbour
Senior Client Service Associate
Peter Knoer
CFP®
Vice President
Financial Advisor
Sydney Rutledge
CFP®
Associate Financial Advisor
Tax Preparation & Planning
Troy O'Callaghan
MBA, CPA®
Tax Partner
Gordon Weiberg
Senior Tax Associate
Nicole Guidry
Senior Tax Associate
Lauren Biehl
Tax Associate
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