Meet Your Wealth Partners

Helping you solve life’s financial challenges.

Stacey L. Tate, CFP^®

President | CEO

Stacey L. Tate, CFP^® is President and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping local residents plan their retirement since 1999. Her practice focuses on helping retirees and those nearing retirement protect their assets and ensure that their money lasts a lifetime. Stacey has developed a specialty in providing strong, solid retirement planning for those near or in retirement who want to grow and protect their wealth for themselves and their loved ones.

As a holder of the prestigious CERTIFIED FINANCIAL PLANNER^™professional designation, Stacey is qualified to handle a wide range of her clients’ current and retirement needs. She is an Investment Adviser Representative, with investment advisory services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Adviser.

Stacey began her college studies at Texas A&M University and transferred to Jacksonville University in Jacksonville, Florida, where she graduated with honors with a Bachelor of Science in business administration. In addition, she received a professional certificate in financial planning from Southern Methodist University in Dallas.

Stacey was born and raised in New Braunfels, Texas. She and her husband Randy reside in Plano where they are members of Prestonwood Baptist Church. Together they have one son, Joshua, who graduated from Prestonwood Christian Academy and is currently a junior at the University of Arkansas.

Dean Zayed, JD, LLM, CFP^®

Dean Zayed, JD, LLM, CFP^® is founder, president and CEO of Brookstone Capital Management LLC (BCM), an SEC Registered Investment Adviser. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Adviser Representatives (IARs). In this capacity, IARs are able to utilize BCM’s vast money management experience and infrastructure, allowing the IARs to provide their clients with BCM’s professionally managed portfolios. BCM, through its network of IARs, provides comprehensive financial planning, including asset allocation, retirement planning, education planning and portfolio management, and is committed to offering a one-source solution for the management, growth and preservation of clients’ wealth.

Dean received his Juris Doctor from Northwestern University School of Law and his master’s in Taxation (LLM) from Chicago-Kent College of Law. In addition, Dean has earned the CERTIFIED FINANCIAL PLANNER^™ professional designation.

Mark DiOrio, CFA

Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports.

Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an eight-year GIPS^® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in The Wall Street Journal. Mark received his MBA from Benedictine University and his BA from Eastern Illinois University. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and CFA Society of Chicago.