Our Team

Harris Willner

Company Founder, Investment Adviser Representative, & Senior Portfolio Manager

Harris is the company founder and senior Portfolio Manager overseeing $428 million in assets under management. With over 26 years of portfolio management experience, Harris oversees all aspects of the portfolio to ensure clients’ needs and expectations are met. Harris is an Investment Adviser Representative, he holds a B.S. degree in International Finance from Sacramento State University, and an MBA in Financial Planning from Golden Gate University.

Harrison Willner, CMT

Investment Adviser Representative & Portfolio Manager

Harrison is one of the firm’s investment adviser representatives and is a portfolio manager overseeing the firm’s $428 million in assets under management. He has been with the firm 11 years after earning a Bachelor of Science degree in Economics, and finance, along with a minor in mathematics from California Polytechnic State University in San Luis Obispo. Most recently, he achieved the Chartered Market Technician (C.M.T.) credential in March of 2022.

Peter Ta

Investment Adviser Representative

Peter has been with the firm for 3 years and assists in investment and financial planning matters after earning a Bachelor of Science degree in Business Administration from San Jose State University. Peter became the firm’s most recent investment adviser representative after passing his series 65 exam in September of 2023