Wealth Strategists & Analysts

Brian BergquistWealth Strategist

Brian Bergquist partners with Relationship Managers to provide comprehensive financial analysis and planning utilizing Comstock’s model portfolio asset allocations. He provides ongoing monitoring to ensure portfolios maintain their disciplined investment strategy to effectively manage risk and produce competitive long-term returns for clients. Brian also assists our Chief Investment Officer, Steve Browne, CFA, in ongoing due... » read more

(713) 554 0171

Brian Bergquist

David Carbajal, CFP®Wealth Strategist

David supports the Relationship Managers by providing customized financial plans, overseeing their implementation and ongoing monitoring of client portfolios to help clients maintain a prudent investment and wealth transfer plan. Areas of particular expertise include cost analyses of insurance products and efficient cash flow management. Mr. Carbajal completed his Certified Financial Planner™ coursework at Rice... » read more


David Carbajal, CFP®

Anne-Elizabeth HuynhPortfolio Analyst

Liz Huynh oversees the reporting process, including customized client reports for individuals, families and institutions. Prior to joining Comstock, Liz had been living in Paris, France for 11 years working as an entrepreneur. She also served as an Investments Manager in Houston for TD Securities, an investment banking subsidiary of Toronto Dominion Bank. Liz earned... » read more

(713) 554 0193

Anne-Elizabeth Huynh