Meet Your Team

Evan Harris, ChFC®, CCPS®

Evan Harris, ChFC®, CCPS®

Advisor & Chief Investment Strategist

408.547.3392 voice

Chris Lewis, CFP®

Chris Lewis, CFP®

Advisor & Chief Financial Planner

408.547.3385 voice

Jim Glass, LUTCF®, CLTC®

Jim Glass, LUTCF®, CLTC®

Senior Vice President

408.547.3393 voice

Sandra Moneypenny

Sandra Moneypenny

Senior Vice President

408.877.2044 voice

Jacob Cadena, CFP®

Jacob Cadena, CFP®

Financial Planner

408.547.3396 voice

Marissa Viacava-Schultz, FPQP®

Marissa Viacava-Schultz, FPQP®

Director of Operations

408.547.3394 voice

Jessica Poulson

Jessica Poulson

Operations Manager

408.547.3395 voice

Alex Aceves Madriz

Alex Aceves Madriz

Client Services Associate

408.255.2559 voice

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Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.