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Our Firm

Here’s our story. We look forward to hearing yours.

Tate Wealth Management’s mission is to help retirees and those nearing retirement solve life’s financial challenges while growing and preserving their wealth. Our primary focus is on wealth management strategies and comprehensive financial planning.

Stacey L. Tate, CFP®

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 for more than 15 years. 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.

A native Texan, Stacey was born and raised in New Braunfels. She currently resides in Plano with her husband, Randy, and teenage son, Josh. She is a member of Prestonwood Baptist Church in Plano. She enjoys spending time with friends and family and watching her son’s sports, often serving as the team photographer.

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 and holds an insurance license for life, health and long-term care in Illinois.

What’s more, Dean has appeared as a financial professional (or “guru”) on CNBC, Fox Business Channel, Bloomberg TV, the Street.com and WGN and has been featured in numerous financial publications.

Mark DiOrio, CFA

Mark DiOrio, CFA, joined Brookstone Capital Management, LLC, as chief investment officer in 2015. Previously, 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 holds the Chartered Financial Analyst professional designation. Mark also is a member of the CFA Institute and CFA Society of Chicago.




To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at info@tatewealth.com or call us at 817.520.1023 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Adviser. Tate Wealth Management, LLC, and BCM are independent.

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Retirement Kit

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Meet Stacey Tate

Stacey L. Tate, CFP® professional, is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping residents plan their retirement for more than 15 years.

Learn more about Stacey
Educational Seminars

We hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management.


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Our Financial Services

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case. We are committed to earning your trust and thoroughly understanding your goals and dreams.


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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Adviser. Tate Wealth Management, LLC and BCM are independent.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.