48530 San Pedro | La Quinta, CA 92253
415-203-3896 |

Our Team

Martin J. Briesach – Founder & Portfolio Manager

MartinMartin Briesach has more than 31 years of experience in the securities industry. Mr. Briesach was Corporate Vice President of Fixed-Income Sales and Trading at Charles Schwab & Co., Inc.  During his 17 years at Schwab, Mr. Briesach worked closely with high net-worth clients, helping them develop income strategies, as well as assisting clients looking to mitigate the risk associated with concentrated equity positions. Mr. Briesach was also the Director of Structured Products for Charles Schwab & Co., Inc.

Mr. Briesach completed the CFP Certificate Intro Program at UC Berkeley while working with Charles Schwab & Co., Inc. Mr. Briesach holds a Bachelors of Science degree in Green & Sustainable Energy.

Mr. Briesach lives in La Quinta California with his wife Judy.  They enjoy playing tennis, pickle-ball, cooking, and golf.   Martin’s son and daughter have both graduated from college, they work in engineering and finance.

DAVE HALLING – Analyst & Research Consultant

Dave-Halling-PicDavid Halling has 25+ years experience in the financial services business in a variety positions. His career started in 1989 where he met Mr. Briesach while working at Charles Schwab and Company. Over the next two and a half decades he worked in a variety of positions, including operations, equity and fixed income trading/sales and several management positions. In addition to working at Charles Schwab and Company, his experience also includes firms such as Key Bank, Oppenheimer and DA Davidson. Fixed income sales and trading has been his primary focus and has been invaluable in assisting his clients in managing their fixed income portfolios. Currently, David is studying for his CFP and marketing trust and estate planning services for a trust company.

David currently resides in Washington State with his wife and two daughters, Clara and Christina. He is actively involved in their education and the family enjoys many activities in the Pacific Northwest.