OUR TEAM | Accolades

 

The Wilsey Asset Management Team

Our commitment to you; our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. Wilsey Asset Management is a fiduciary firm, which means we are held to a higher standard and have a responsibility to do the best investment, not a suitability requirement. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Brent Wilsey | President
Brent@WilseyAssetManagement.com 

Wilsey Asset Management is a highly regarded Registered Investment Advisory Firm,  and Brent is a seasoned financial strategist with over 40 years of experience in the field. Brent currently owns and operates Wilsey Asset Management— through which he offers day-to-day investment guidance to both individual investors and corporations. A financial management veteran with nearly $200 million under management, Brent’s industry expertise and credibility has made him a sought-after expert source with the media. He has frequently served as a guest commentator on national broadcast television and radio talk shows, including CNBC and Bloomberg.

Currently, Wilsey hosts 760AM-KFMB’s weekly Smart Investing program, which airs Saturdays at 8am and Sundays at 5pm. In addition, Brent penned a weekly newsletter for the San Diego Daily Transcript and continues to write a weekly newsletter, The Smart Investing Newsletter. 

An accounting graduate of National University, Brent received his MBA degree from the same institution in 1986.

"Our clients are like family to us. Each member of the team is committed to the highest level of personal and professional service."



Chase Wilsey | Financial Analyst
Chase@WilseyAssetManagement.com 


Chase recently graduated Summa Cum Laude from Northern Arizona University. During his time at Northern Arizona, he was a member of the Lumberjack football team. He is currently working towards his MBA through the distance program at Mississippi State University. As Financial Analyst, Chase assists Brent in researching companies in the portfolio and finding new companies to invest in. Chase also specializes in 401k plans and helping companies improve their retirement plans. In addition, he is co-host to 760AM-KFMB’s weekly Smart Investing Show and has served as the Millennial Expert for Sully’s Big Biz and Biz Brew shows on the Youtoo America Network.

Chase Wilsey is the son of Brent Wilsey and Terri Malone.
He has two sisters, Riley and Jen and a younger brother, Nash.


 

 


Harrison Johnson | Financial Planner
Harrison@WilseyAssetManagement.com 

 

Before joining Wilsey Asset Management in 2017 as a financial planner, Harrison started his career at MetLife where he worked with seasoned advisors building comprehensive financial plans for clients.  He also developed a strong understanding of life insurance during his time at MetLife, specifically how to structure it and to recognize when it is unnecessary.  Harrison’s education and experience allow him to offer unbiased and accurate financial planning services with only the client’s best interest in mind.  Harrison has successfully passed the Certified Financial Planning, Series 7, Series 6, Series 63, and Life and Health examinations.  Harrison is a student-athlete alumnus of Northern Arizona University where he double majored in finance and management graduating Summa Cum Laude.  An Arizona native, Harrison is happy with his new home in San Diego.   



Eladia Medin | Vice President of Operations
Eladia@WilseyAssetManagement.com 


Eladia Medin has been the Vice President of Operations with Wilsey Asset Management since 2002. She oversees the operational side of the company and helps manage the growth of Wilsey Asset Management. Eladia has been
a successful sales and management executive for over 20 years in both finance and the retail industries. With a degree in Merchandising, she has profitably implemented strategies to improve functionality of both the operational
and finance segments of Wilsey Asset Management. Eladia currently resides in the San Pasqual Valley of San Diego, California with her husband John, and has two sons, JT & Brandon.




Tara Glina | Portfolio Analyst
Tara@WilseyAssetManagement.com 

As the Portfolio Analyst, Tara is in charge of monitoring and analyzing the return performance of our clients’ investment accounts. Tara first joined Wilsey Asset Management in 2009, meanwhile studying Business Finance and Marketing at San Diego State University. After earning her Bachelors of Science Degree in 2012, Tara received a scholarship to Mannheim University, a top Business School in Germany, where she studied International Finance and Derivatives Markets.

As a San Diego State University Alumni, Tara enjoys mentoring incoming Aztecs who wish to pursue similar careers in Finance. In her free time, Tara loves teaching Yoga and traveling.

Series 65 Licensed & Notary Public


Nick Preston | Account Executive
Nick@WilseyAssetManagement.com 


Nick Preston began his career working with numerous Estate Planning Attorneys. His responsibilities included helping clients understand the purpose of various complex legal documents and assist those clients in implementing those documents. While working with these clients, he became their confidant and they expressed their frustration with financial advisors and sought his advice. Seeing a need, and being particularly good at explaining complex issues, Nick decided to make a career change. He studied, passed both the series 7 and 66 exams and became a financial advisor.

Nick brings a whole new perspective to Wilsey Asset Management. He has been on the client’s side and views the investment world from their perspective. Consequently, Nick is now using his unique ability to simplify and explain complex investment issues so that clients can make, what initially might appear to be, difficult investment decisions. He is a client advocate. When you need someone to have all the jargon explained in simplified laymen’s language, ask for Nick.

Nick grew up right here in San Diego. He graduated from Utah State University with his bachelor’s in Business Marketing. Nick is married to Alia and they have two boys, Dax and Troy. He enjoys spending time with his family, playing soccer, and racing go-karts.



Rachelle Marinas | Marketing Assistance


Rachelle Marinas has been with Wilsey Asset Management since mid 2014 and graduated from Kaplan University earning an Associates of Applied Science in Business Administration and a certificate in Medical Assisting. She is currently enrolled at San Diego Grossmont College where she will be studying Business & Management coming Fall of 2017. Rachelle works on behalf of the marketing department assisting with the organization of quarterly client banquets and public investment workshops. Currently living in San Diego with her Pit Bull Bella, she enjoys working with non profit organizations including supporting children’s charity events and connecting with others while contributing to a good cause. Rachelle’s spare time involves boxing, traveling & creating memorable experiences.