About
Wasson Investment Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Mission

We strive to conduct our business according to the highest standards of honesty, integrity, and fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.

Independent Advisory

We take an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situations of each investor. We take our role of fiduciary very seriously and act in the best interests of our clients.

Risk Management

Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client’s risk tolerance and focuses on strategies that manage risk and attempt to limit significant drawdowns. Our goal is to have long-term investments experience the power of compounded returns.

David Wasson Investment Advisor Representative

30 years ago I began my career in the world of finance as an impartial voice analyzing the merits of one insurance product or strategy over another. 30 years later the same approach is paramount to every client: is this the best plan for his or her unique needs?

I grew up in northern California’s beautiful wine country and have raised my family here. As well, it is the home of my advisory business. Brookstone Capital Management is fortunate to be recognized coast to coast as a firm dedicated to long-term relationships, trust, and dedication along with our civic and charitable endeavors. It is my honor to serve as your trusted advisor.

Dean Zayed, JD, LLM, CFP®

Founder & CEO, Brookstone Capital Management

Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionally-managed portfolios. As an independent firm, BCM is able to utilize a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. 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 onesource solution for the management, growth, and preservation of its clients’ wealth.

Dean received his Bachelor of Arts Degree in Economics from Northwestern University. He completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris
Doctor degree from Northwestern University School of Law. He received his Masters degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.

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 there, Mark ran a global tactical asset allocation strategy and accumulated an 8 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 is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.