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Investment Advisory Specialists

Team

Our multidisciplined team of specialists works together to offer comprehensive perspectives and solutions to all business and investment requests.

Advisor Services

Tony Paul

Advisor Services Manager
Joined BCM: 2017
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Tony joined Brookstone in April 2017 with over 16 years’ experience in the financial services industry.  With a long tenure at Morgan Stanley, Tony was instrumental in the operations management of their equity compensation plan program, as well as the overall service experience of institutional clients and the service/support of their Financial Advisors.  Tony is a graduate of the University of Illinois and Chicago and holds his Series 3,7, 9, 10, 63 & 65 licenses.

Patrick Jamieson

Advisor Services Specialist
Joined BCM: 2015
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Patrick Jamieson joined BCM in April of 2015. Prior to joining Brookstone, Patrick spent 5 years in the retail banking industry with American Chartered Bank. Patrick graduated from North Central College in 2013 with a B.S. in accounting and finance. His primary responsibility with Brookstone is moving existing books of business over to our platform.

Kelly Wiley

Advisor Services Specialist
Joined BCM: 2011
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Each Advisor Service Associate helps our Investment Advisor Representatives manage the entire process of administrating, funding and maintaining new business for their clients' accounts.

 

Amanda Cagigal

New Business Associate
Joined BCM: 2014
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Amanda facilitates and monitors the process of incoming account applications, assigning of TD Ameritrade accounts, troubling shooting and resolving case files and the uploading of documents into our paperless file. She received her Bachelor of Arts in Communications with a  Minor in Journalism from  Loyola University, Chicago.

Angela Martin

Annuities & Insurance Specialist (B.I.G)
Joined BCM: 2018
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Angela works for Brookstone Insurance Group (BIG)

Christy Winkelman

Advisor Services Specialist
Joined BCM: 2008
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Each Advisor Service Associate helps our Investment Advisor Representatives manage the entire process of administrating, funding and maintaining new business for their clients' accounts.

Matthew Strzelczyk

Advisor Services Specialist
Joined BCM: 2017
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Matthew Strzelczyk joined BCM in March of 2017. Prior to joining BCM, Matthew served as a Benefit Analyst at Mesirow Financial, providing trend analysis and cost effective benefit packages to mid-large sized clients. Matthew holds a B.A in Finance from Eastern Illinois University

Darlena Eskelsen

Advisor Services Specialist
Joined BCM: 2013
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 Darlena Eskelsen joined the Brookstone Capital Management team in July 2013 as an Advisor Service Associate. Prior to joining BCM, Darlena served as a Bank Officer/Client Relationship Manager for American Chartered Bank. 

 

Christie Mittlestaedt

New Business Associate
Joined BCM: 2018
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Josh Nelson

Marketing Relationship Manager (B.I.G)
Joined BCM: 2019
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Josh comes to Brookstone with over 15 years of experience at various IMOs, most recently he was with Gameplan Financial Marketing. He has worked with hundreds of Advisors providing product knowledge and guidance in the sales and marketing of all Insurance and Annuity products.

In his role is with Brookstone Insurance Group (BIG), Josh will be responsible for the coaching and development of Brookstone Insurance Group (BIG) Agents, as well as a resource on all products and programs available through BIG.

Maureen Lang

Advisor Services Specialist
Joined BCM: 2014
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Each Advisor Service Associate helps our Investment Advisor Representatives manage the entire process of administrating, funding, and maintaining new business for their clients' accounts. 

Brett Wojciechowski

Advisor Services Specialist
Joined BCM: 2017
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Brett joined BCM in 2017.  His primary role at BCM is servicing advisors with any account/trading related questions and helping maintain new and existing business for our advisors.  Prior to working at BCM, Brett worked for a local accounting firm.  Brett holds his B.A. in Business Administration from Lewis University.

Sue Richardson

Portfolio Design Specialist
Joined BCM: 2008
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Partners with the Investment Advisor Representative (IAR) to input all data into the case design development.

Doris MacDonald

New Business Associate
Joined BCM: 2014
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Doris MacDonald joined the Brookstone Capital Management team in January 2014. Doris oversees the direction of New Business, procures supplies, assists Investment Advisor Representatives with replenishment of collateral materials, and trains and directs New Business staff. Doris holds a B.S. in Human Resources from Olivet Nazarene University and has 20+ years experience in a supervisor capacity.

Taylor Honaker

New Business Associate
Joined BCM: 2020
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Technology, Trading and Financial Operations

Michele Baise

Operations Manager
Joined BCM: 2007
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Michele Baise started at Brookstone Capital Management (BCM) in January 2007, just a few months after the launch of BCM. Dean Zayed recruited Michele from Waterstone Financial Group (WFG) and she jumped at the opportunity to be a part of a start up with Dean Zayed.  Before entering the financial services field, Michele worked as a software engineer writing test plans for Hewitt and Associates. She switched gears and entered the Financial Services Industry with WFG where she was a part of the Resource Center; transitioning and training new Registered Reps to the BD.  Michele has held numerous positions within BCM and is now the Director of Operations. Her current responsibilities include implementing back office operations, daily trading and rebalancing of all client accounts, and calculating and deducting quarterly fees.  Michele attended University of Wyoming and received her B.S. in Economics from University of Illinois at Chicago.

Sharon Stone

Accounting & Human Resources
Joined BCM: 2007
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Oversees all accounting functions of Brookstone as they relate to all of our investment advisor representatives including annual renewals, registration payments and processing quarterly fees.

Sandy Robinson

Operations Specialist
Joined BCM: 2007
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Institutes and implements all back office operations, including daily trading, model rebalancing, client distributions, fee calculations and reporting. The operations department also maintains and establishes relationships with our strategic partners.

 

Marc Poulos

Operations Specialist
Joined BCM: 2015
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Marc Poulos joined Brookstone Capital Management in November, 2015. Prior to joining Brookstone, Marc spent 8 years at the Bank of Montreal. Most recently at BMO Global Asset Management, his responsibilities included both Relationship Management and New Business Development coverage through the affiliate bank channels of BMO Financial Group. Prior to joining BMO Global Asset Management, Marc was located in the Chicago office of BMO Capital Markets where he served as an International Banking Officer. There, he was responsible for capital markets product coverage to cross-border relationships, supporting middle-market to fortune 500 companies. He began his career with BMO Harris Bank where he worked as an Analyst in the Commercial Bank Lending Division. Marc earned a Bachelor of Arts in economics from The University of Kansas. 

John Benesch

Finance & Billing Specialist
Joined BCM: 2018
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Jay Hutchison

Senior Systems Analyst
Joined BCM: 2017
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Ed Bandemer

Operations Associate
Joined BCM: 2018
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Katie Wojciechowski

Operations Specialist
Joined BCM: 2020
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Marketing & Compliance

Derek Gubala

Director of Business Development
Joined BCM: 2013
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Derek Gubala joined Brookstone Capital Management in September, 2013. Prior to joining Brookstone, Derek spent 20 years in the retail banking industry. Most notably, as Vice President of Retail Banking for US Bancorp, Derek was responsible for the oversight and growth of branch networks in the Chicago and Milwaukee markets.  With leadership of BCM's business development initiatives, his responsibilities include, but are not limited to - strategic partnerships, brand awareness, advertising, event planning, and new advisor acquisition.

Rochelle Wojcik

Compliance Associate
Joined BCM: 2018
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Heather Brennan

Graphic Designer
Joined BCM: 2015
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I joined Brookstone Capital Management in December of 2015. Previously held positions as an Assistant Property Manager, Leasing Administrator, Assistant Marketing Director with Inland Real Estate before pursuing a new career in Graphic Design. Graduating from The Art Institute of Pittsburgh Online division in July of 2014.

Jerard Woods

Compliance Officer
Joined BCM: 2019
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Karen Quill

Compliance Officer
Joined BCM: 2014
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Karen joined Brookstone in July of 2014.  Her day to day responsibilities include advertising review, branch office examinations, account reviews and assisting with the overall development and implementation of compliance policies and procedures.  Prior to joining Brookstone, Karen was a Compliance Officer for both RIAs and Broker/Dealers.  She currently holds her Series 7, 66 and 24 licenses and received a Bachelor’s Degree in English from Illinois State University.