WILLIAM J. SCHORP – ADVISOR
After completing his MBA in 2007 at The University of St. Thomas, William (Will) Schorp worked as a financial advisor for a Houston financial advisory firm for 7 years. In mid-2014, Will formed Brookwood Advisors. Will leads the research and trading responsibilities for all equity and fixed positions.
Direct Line 281.769.5768
Email William J. Schorp
JOHN DUNEGAN, CFP®
John partners with clients to build for their future with an emphasis on holistic financial planning and investment advisory work. Prior to joining Brookwood Advisors, John worked in the financial services and management consultancy industries.
John Dunegan earned his Bachelor of Science in Chemical Engineering and his MBA from Texas A&M University. Through LPL Financial Mr. Dunegan holds registrations including FINRA www.finra.org Series 7, 66, and Life Insurance. He has also earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™. John is a member of the Financial Planning Association.
Direct Line 281.769.5770
Email John Dunegan
JASON P. NESLONY – ADVISOR
Jason partners with clients by implementing a personalized asset allocation to navigate their financial vision.
Prior to joining Brookwood Advisors, Jason worked as a commodity futures and options trader for 15 years, managing risk for large multinational companies and hedge funds.
Jason earned his Bachelor of Business Administration in Finance from Texas A&M University where he was the Inspector General of the Corps of Cadets and a member of Parsons Mounted Cavalry. Through LPL Financial Jason holds FINRA www.finra.org Series 7 and 66 registrations.
Direct Line 281.719.1008
Email Jason Neslony
KATHERINE A. CASEY - REGISTERED REPRESENTATIVE
Mrs. Casey has been a Financial Registered Representative since 1995. After Graduating as a member in The Order of the Purple, and Phi Theta Kappa at Butler County Community with an Associates in Science in Business Administration, she pursued her career as a Financial Registered Representative. Mrs. Casey holds registrations including FINRA www.finra.org Series 6,7, 63 and Life Insurance. Mrs. Casey has been developing professional relationships with her clients for 27 years.
Mrs. Casey enjoys biking, swimming, and traveling. In 1997 she biked the MS 150 in Kansas. She is a certified scuba diver and loves traveling the Caribbean. Now, most importantly, she and her husband love spending time with their 6 grandchildren.
Direct line 936.449.1793
Email: kcasey@brookwood-advisors.com
No strategy assures success or guarantees against loss. Investing involves risk including possible loss of principal.
Securities offered through LPL Financial, member FINRA / SIPC Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Brookwood Advisors are separate entities from LPL Financial The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, NC, WA, NY, TX, FL