Valley Harvest Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Valley Harvest Wealth Management
Team photo for Valley Harvest Wealth Management

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Advisors

Advisor photo for Ronald Samuel

Ronald Samuel

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Ronald Samuel's website
Advisor photo for Jose Paz

Jose Paz

Financial Advisor

Visit Jose Paz's website
Advisor photo for Kyle Talamantez

Kyle Talamantez

CFP®, APMA®, AWMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kyle Talamantez's website


Team

Brandy Erese

Brandy Erese

Financial Planning Specialist,

Financial Paraplanner Qualified Professional™

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data from new and existing clients to complete analysis
  • Handles incoming client calls and questions
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Hayden Mennie

Hayden Mennie

Client Service Specialist,

Financial Paraplanner Qualified Professional™