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

Our Team

Martin J. Briesach – Founder & Portfolio Manager

MartinMartin Briesach has more than 27 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 Tahoe Donner, his son and daughter have both graduated from college.  The entire family enjoys playing tennis, skiing, cycling and traveling.

Lou Barberini – Retirement Plans Analyst

lou-picLou Barberini, CPA/PFS has over twenty years experience analyzing investments and managing wealth for individuals.  He earned his CPA license working for the Big Four firm, Ernst & Young.  He has an MBA in Taxation and in 1996, completed the AICPA’s financial planning license.  His career includes working at Drexel Burnham, Charles Schwab & Co.,  and he was Director of Corporate Services at the Weinstein Investment Group.  Lou has taught accounting at several Bay Area colleges.

Lou has been quoted in the San Francisco Chronicle, Wall Street Journal, and USA Today.  He has also contributed articles to the AICPA PFS magazine,Planner, Bank Investment Representative, The Westside Observer.

Lou was born and resides in San Francisco with his wife and daughters.  He is an avid handball player and Giants fan. Lou can be reached directly at;, or at 415-846-5505.

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.