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Wesley Walters


Wesley has been assisting families to protect and grow their assets for 20 years. He entered the insurance industry in 1995, offering Long-Term Care insurance. When meeting with families age 55 and higher, he heard many stories of how...

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Monti Smith

Vice President Sales and Marketing

Monti has been in the financial service industry since 1991. She began her career at retirement planning services in Chapel Hill, NC. Working with pre and post retirees, K-12 public school employees, college professors and staff and...

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Sally Walters


Sally has been in the banking industry for 40 years in several states. She held the position of President for 2 banks in Garland and Richardson, Texas. She was in charge of SBA lending for Bank of America for 7 years. Sally has served...

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Dean Zayed, JD, LLM, CFP®

Founder & CEO of Brookstone Capital Management, LLC

Dean is the Founder and CEO of Brookstone Capital Management, LLC (BCM), ranked as one of the Top 50 Fastest-Growing RIAs in the country by Financial Advisor magazine in 2013. He received his Bachelor of Arts Degree in Economics from...
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Mark DiOrio

Director of Investment Research

Mark joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank...
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Nichelle Rizk

Vice President Marketing and Distribution

(336) 608-8736

Nichelle Rizk is Vice President of Expand Financial, LLC and has over 27 years of experience in the bank and trust fields, with an emphasis on retirement services management and business development. She has held management positions...
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Mark Perkins

JD, Principal

Mark Perkins is a Principal of Perkins & Zayed, The Estate and Trust Law Group. Asset Preservation Solutions, LLC and Perkins & Zayed are independent of each other with separate office locations. Mark concentrates his practice in...
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Stephen Walters

Office Manager/ Retirement Planner


Stephen is an integral part of what makes this business so efficent. Stephen is Wesley's son and has been with the business for three years. He is currently licensed for life insurance and medicare, and is studying for his Series 65...
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