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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 | Bogart Wealth

Asima Aleem

Client Relationship Associate

2 | Bogart Wealth

Chaz Billak

Client Service Associate

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor

MikeCamara 12 2020 e1616160876605 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

Alie Coe BW67492 scaled e1640729533742 | Bogart Wealth

Alie Coe

SHRM-CP
Human Resources Specialist

Nick Conforti BW67575 2 | Bogart Wealth

Nick Conforti

Client Service Associate

Nell Cordick BW67523 3 | Bogart Wealth

Nell Cordick

CFP®
Senior Vice President
Financial Advisor

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 Research Analyst

Garza 3198 4x6print HighRes Horizontal 2 | Bogart Wealth

Misty Garza

CFP®, MBA
Vice President
Financial Advisor

Headshot of Mindy

Mindy Harbour

Senior Client Service Associate

Victoria Holcom 2 | Bogart Wealth

Victoria Holcom

Client Service Associate

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Patrick Marcinko 2 | Bogart Wealth

Patrick Marcinko

Associate Financial Advisor

Jennifer Mascarenas BW67512 2 | Bogart Wealth

Jennifer Mascarenas

CFP®
Associate Financial Advisor

Harrison McQuaig 2 | Bogart Wealth

Harrison McQuaig

Financial Planning Associate

Alex Moir 3 1 | Bogart Wealth

Alex Moir

CRPC®
Client Service Associate

2 | Bogart Wealth

Adam Platt

Junior Portfolio Analyst

Headshot of Sydney

Sydney Rutledge

CFP®
Associate Financial Advisor

Jung Seh 2 | Bogart Wealth

Jung Seh

Financial Advisor

Aleks Spencer 3 3 | Bogart Wealth

Aleksandr Spencer

CFA®
Chief Investment Officer

Sandra Terronez BW67608 2 | Bogart Wealth

Sandra Terronez

CFP®
Senior Financial Planner

Stephen Thorsen BW67466 2 | Bogart Wealth

Stephen Thorsen

Junior Portfolio Analyst

1 1 | Bogart Wealth

Morgan Veth

CFP®
Vice President
Financial Advisor

Brian Windsor 2 pq2hqmgvip3tk378mmz9jeie794iimi26slnf8fyec | Bogart Wealth

Brian Windsor

CFP®
Vice President
Financial Advisor

Virginia

2 | Bogart Wealth

Chaz Billak

Client Service Associate

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor

Alie Coe BW67492 scaled e1640729533742 | Bogart Wealth

Alie Coe

SHRM-CP
Human Resources Specialist

Nick Conforti BW67575 2 | Bogart Wealth

Nick Conforti

Client Service Associate

Nell Cordick BW67523 3 | Bogart Wealth

Nell Cordick

CFP®
Senior Vice President
Financial Advisor

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 Research Analyst

Victoria Holcom 2 | Bogart Wealth

Victoria Holcom

Client Service Associate

Mark Kuniholm BW67617 2 | Bogart Wealth

Mark Kuniholm

CFP®
Financial Advisor

Patrick Marcinko 2 | Bogart Wealth

Patrick Marcinko

Associate Financial Advisor

Jennifer Mascarenas BW67512 2 | Bogart Wealth

Jennifer Mascarenas

CFP®
Associate Financial Advisor

Harrison McQuaig 2 | Bogart Wealth

Harrison McQuaig

Financial Planning Associate

Alex Moir 3 1 | Bogart Wealth

Alex Moir

CRPC®
Client Service Associate

2 | Bogart Wealth

Adam Platt

Junior Portfolio Analyst

Jung Seh 2 | Bogart Wealth

Jung Seh

Financial Advisor

Aleks Spencer 3 3 | Bogart Wealth

Aleksandr Spencer

CFA®
Chief Investment Officer

Sandra Terronez BW67608 2 | Bogart Wealth

Sandra Terronez

CFP®
Senior Financial Planner

Stephen Thorsen BW67466 2 | Bogart Wealth

Stephen Thorsen

Operations Analyst

1 1 | Bogart Wealth

Morgan Veth

CFP®
Vice President
Financial Advisor

Brian Windsor 2 pq2hqmgvip3tcq0zvvlc94r3ebc9sys5d259swkt0a | Bogart Wealth

Brian Windsor

CFP®
Vice President
Financial Advisor

The Woodlands

Aleem 9624 web LowRes Vertical 2 | Bogart Wealth

Asima Aleem

Client Relationship Associate

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor

MikeCamara 12 2020 e1616160876605 p4g76r0li2tti5kckef6586y7koq14ylwchejicqn8 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

Garza 3198 4x6print HighRes Vertical 2 | Bogart Wealth

Misty Garza

CFP®, MBA
Vice President
Financial Advisor

Headshot of Mindy

Mindy Harbour

Senior Client Service Associate

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Headshot of Sydney

Sydney Rutledge

CFP®
Associate Financial Advisor

Tax Preparation & Planning

headshot of Troy

Troy O'Callaghan

MBA, CPA®
Tax Partner

Headshot of Gordon

Gordon Weiberg

Senior Tax Associate

Nicole headshot

Nicole Guidry

Senior Tax Associate

headshot of Lauren

Lauren Biehl

Tax Associate

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