When I started out 40 years ago, I couldn’t have imagined we’d be talking about use of artificial intelligence in financial services. Then again, I don’t think I could have imagined how much we are and will be using AI in so many aspects of our lives today and in the future. If you watched […]

Jim Wraith Client since 2021 A fifth-generation San Franciscan, Jim Wraith thinks of himself as a “local boy.” He practices insurance law, and as he prepares to retire, he is figuring out what’s next. What he knows for sure is he is financially ready for the next steps. Jim never had any interest in managing […]

Greg Kamradt Clients since 2016 A successful tech executive who now runs a nonprofit to advance AI research, Greg Kamradt learned to trust Evan Harris long before he hired him as his financial advisor. They played baseball together as children in Silicon Valley — a firm foundation for a lifelong friendship that now involves both […]