Diane Brewer, Registered Financial Consultant® and Certified Financial Fiduciary®, has been in the financial services industry for over 30 years. In 1995 she established her own financial advisory business, providing holistic financial planning and including all types of insurances and investments and estate planning services. 

She developed recognition and became respected for her research and reporting on “Key to Wall Street & Special Report: Women on Wall Street”, KEYT 3 TV Santa Barbara, CA, subsidiary of ABC. From these experiences and her passion, she gained a following with her Radio and TV interviews, invited to conduct many financial education workshops and served on the Advisory Board for the largest farm owner insurance provider in California. 

She has been involved in many capacities of the industry, licensed in life, health, disability, property & casualty and with vast experience; she is licensed in 6 States.

Deeply rooted in the concept of excellence and personal service while working, she always continues furthering her knowledge, achieving her business degree from Santa Barbara College and currently holds securities licenses 65 and 63 as passed Series 7, 6 exams. 

Coming from a family of nine siblings, Diane developed many survival and adventurous skills. When she isn’t working, she can be found donating her time to worthy causes, i.e. marketing and developing fund-raising events for Avon’s Breast Cancer 3-Day, Girl’s Inc., and others. With her adventurous spirit, you may find her swimming, playing piano, enjoying cooking and entertaining friends, family, and clients. 

Diane holds a Series 65 & 63 license as an Investment Advisor Representative for a Registered Investment Advisor, Virtue Capital Management, LLC (VCM) and provides investment advisory services.

VCM and Abundance Asset Management Group, Inc. (AAMG) are independent of each other. For a complete desription of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

Investement advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management,  LLC are affiliated companies. BWA and Abundance Asset Management Group, Inc. are independent of each other. Insurance Products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. 

“As an artist who draws with numbers, I see that every plan is as unique as our client. There will be no penny overlooked.”

With a life-long passion for investing, Dimitry began trading stocks while still in his teens. He accepted an internship with Paine Webber at 18 and, realizing an independent financial practice would give him the freedom to help his clients as he desired, moved on to Gerwin Group where he would serve as a Senior Investment Adviser. In 2003, with a vision of a more effective type of financial advisory firm, Dimitry founded Doffin where a team-oriented approach can leverage individual expertise for the collective benefit of the clients.

Dimitry and the Doffin group have a strong believe in charitable offerings where children are the focus, giving to City of Hope, St. Jude’s hospital and Toys for Tots.

When he is not “drawing with number,” Dimitry enjoys weightlifting, cooking and snowboarding.

He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, a California Insurance License (0D40793), and his Certified Financial Fiduciary, Certified Estate Planner, Certified Senior Advisor and National Social Security Advisor designations.

Michael Arthurs is a valuable member of Capstone Financial Group.  He started his career in financial services in 2002 with Waddell & Reed as a Financial Advisor.  He had previously worked for Sprint, Packard Bell/NEC and Tower Records as a Project Manager.  His skills have translated well into helping clients manage their financial lives.  Michael graduated from the University of Texas at Arlington with a B.A. in Marketing.

In 2014, Michael brought his experience and professionalism to Capstone Financial Group, continuing his career with the firm as a Financial Advisor.  Michael helps individuals, families and business owners plan for a bright future by identifying their goals and objectives and provide various insurance and investment strategies that will provide them with the protection, savings and growth they need for their family and investments.

Michael holds FINRA series 7 and 66 registrations and is a Certified Financial Fiduciary®. He also holds insurance licenses in California, Alabama, Arizona and Idaho.  He is experienced with helping individuals, families and businesses transition from working into retirement. 

Michael is married to Kristen and they are the proud parents of Avery and Alec.  Michael and Kristen moved to the Folsom area in 1992.  Michael has lived in several places around the world.  Born in Mississippi, he has lived in Japan, Arkansas, Ohio, Alabama, Texas, Germany, Texas, Maryland, Virginia (met Kristen), Georgia and finally California.

Richard Allison is a Certified Financial Fiduciary® as well as an independent Investment Advisor Representative (IAR). Richard has been a licensed advisor since 2003.

 As a financial planning practitioner, Richard’s focus is on holistic retirement planning and investment strategies. Richard utilizes a combination of behavioral finance, technology, and experience gained from helping hundreds of clients successfully improve their finances and their lives.

Richard is driven by his clients’ success – nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries and fears.

Richard works with business owners, state government employees, educators as well as individual clients and families.

Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPA’s in all states. Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina’s passion is the combination products of Life/LTC.

Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W.

Dina is married with three children and lives in Oak Park, CA.

     David started his financial services career in 2006 and enjoys making people feel comfortable through the organization of their financial lives. He believes in making a positive impact by offering high-quality strategies and services through extensive preparation. David brings a depth of knowledge and skill to Newport Wealth Advisors, along with a strong commitment to the firm's core values. Previously, David volunteered at Ronald McDonald House and at Sandieguito River VAlley Coservancy. 

Betty Azmoon provides financial planning and wealth management services that help individuals and families obtain their financial goals and create a financial plan for the future. Betty works with individuals, including those going into retirement, divorcees and widows, to answer their most pressing financial questions and concerns, and then develops a well-thought-out financial plan that meets their individual financial goals.

Betty’s role at Griffin Financial is meeting with clients and prospective clients to educate them on the different financial and investment strategies that are available to help them reach their goals. She applies her extensive personal and professional experience in all areas of financial planning to help you pursue your goals. One of the benefits of working with Betty is her ability to provide clear, easily understood explanations of financial products and services.

Betty Azmoon is a Financial Planner and has been the CEO and owner of Griffin Financial for 19 years. She has worked in financial services, lending and credit management for 28 years. She holds her series 6,7,24 and 66 securities registrations, an insurance license, and stays current on all continuing education requirements. She is licensed to sell a variety of financial and insurance products and is registered in various states including, California, Nevada, Tennessee, and Utah. Licenses in additional states can/will be obtained as needed.

In her spare time, Betty enjoys spending time with her husband Ali.

Jason began his career in the financial services industry in 1997 with American Express Financial Advisors after graduating from the University of Texas at Austin. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation. He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. In addition to being a fiduciary, Jason holds numerous licenses and has served as a Wealth Consultant for a wide range of individuals and entities, including but not limited to: U.S. Navy, the City of San Diego, athletes, municipalities, entertainers, local banks and large corporations.

His areas of specialty include:

Investment Management                                              Tax Reduction Strategies

Retirement Planning                                                     Employee Education

Business Consulting                                                     401k Plans

Stock Options                                                              Asset Protection

In addition to his career, Jason serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.

Ross is an independent, unbiased Certified Financial Fiduciary and CFP Professional.  He provides the resources of the big firms with the personalized touch of a boutique and works in a fee based or fee only capacity with affluent families and small businesses to help them plan, invest and solve financial problems. 

Hannah Buschbom CFP®, CDFA™, CFF is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.

She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”

In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.

Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary (CFF®) designation.

As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.

In 2019, Hannah was named “Grassroots Champion of the Year”* by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.