Harris private wealth

Meet Your Team

Steven C. Harris, CLU®, ChFC®

Steven C. Harris, CLU®, ChFC®

President & CEO

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Evan Harris, ChFC®, CCPS®

Evan Harris, ChFC®, CCPS®

Vice President

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Jim Glass, LUTCF®, CLTC®

Jim Glass, LUTCF®, CLTC®

SVP, Wealth Management & Insurance Planning

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Sandra Moneypenny

Sandra Moneypenny

Sr. Vice President

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Chris Lewis, CFP®

Chris Lewis, CFP®

Financial Advisor & Director of Financial Planning

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Jacob Cadena, CFP®

Jacob Cadena, CFP®

Financial Planner

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Marissa Viacava-Schultz, FPQP®

Marissa Viacava-Schultz, FPQP®

Director of Operations

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Jessica Poulson

Jessica Poulson

Operations Manager, Silicon Valley

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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.