Broker Check

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...
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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...

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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...

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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...

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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...
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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...
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