Our Awesome Team Members That Each Help Us Provide Exceptional Customer Service Founder Royce Bordman Founder 979-820-4281 (888) 818-1479 [email protected] I was born and raised in Houston but did not want to raise my boys there. In 1985 we moved to a rural setting here, east of town in Bryan, TX. I semi-retired early at 40 after selling a very successful property & casualty specialty... Read more Investment Advisory Committee Mark DiOrio, CFA Chief Investment Officer, Brookstone Capital Management Mark DiOrio joined Brookstone as Chief Investment Officer in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While... Read more Client Consultant - Medicare Options Priscilla Carroll, CPCU Medicare Supplement Information 979-446-1588 [email protected] Priss Carroll’s mission is to help guide you through the Medicare process, beginning with the “how to” of signing up for Medicare whether you are turning 65 or retiring at a later age. She will then help to educate... Read more Client Consultants - Estate Planning & Legal Mark Perkins PRINCIPAL ATTORNEY, Perkins & Zayed Mark Perkins has extensive advanced training as an estate planning counselor and is adept in the areas of living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder... Read more Internet Banking Customer Service Don Johnson Client Services 858-649-2436 [email protected] Don Johnson hails from Amarillo Texas and attended school at West Texas A&M University. He has over 10 years of banking and lending experience. Don currently resides in sunny San Diego where he is the Senior Relationship Manager for... Read more Office Administration Barbara Bordman Office Administration 979-820-4281 888-818-1479 Barbara Bordman is a small office administrator who works with the owner's clientele to help them with the small important details. Barbara knows that the “little details” that get lost in the shuffle can be THE important... Read more Have a Question? Name Email Question Thank you! Oops!