THE WILSEY ASSET MANAGEMENT TEAM
Brent Wilsey | President
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 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
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 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
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.
Carolann Owen| Director of Marketing and Events
Carolann Owen is the Director of Marketing for Wilsey Asset Management and has been working for the firm since the beginning of 2010. In 2012, she graduated from San Diego State University with a bachelor’s degree in Business, emphasis in Integrated Marketing Communications. As our Director of Marketing, Carolann is in charge of organizing and directing our quarterly client banquets, public investment workshops, monthly mixers, as well as any other correspondence related to company events. While she implements and tracks our marketing strategies, she manages the activity of all social media and website interaction for Wilsey Asset Management.
One of her most memorable times at our firm is coining the phrase "WAM Fam", as our goal is to grow our clients money in enjoyable way through association of an investment family.
Carolann currently resides in La Mesa, with her husband and son, and their Mastiff, Jax.
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.