Chase Wilsey | Financial Analyst

Chase Wilsey

Financial Analyst

Chase is a student-athlete alumnus of Northern Arizona University where he graduated Summa Cum Laude with a degree in finance. He also graduated with his MBA from Mississippi State University.

As Financial Analyst, Chase assists Brent in researching companies in the portfolio and finding new companies to invest in. He began his work at Wilsey Asset Management as a Junior Financial Analyst in 2009. 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 a Financial Expert for Sully’s Big Biz and Biz Brew shows and Fox 5 San Diego.

Series 65 Licensed

Brent Wilsey

Brent Wilsey

Eladia Medin | VP of Operations

Eladia Medin

VP of Operations
Chase Wilsey

Chase Wilsey

Financial Analyst
Tara Glina | CISO, Portfolio Analyst

Tara Glina

VP of Information, CISO
Harrison Johnson | Financial Planner

Harrison Johnson

Financial Planner
Brianna Adams | Office Coordinator

Brianna Adams

Office Coordinator