Ora Family Wealth

Advisors

Ryan Romines

MSFA, CFP®, ChFC®, CDFA®

Private Wealth Advisor

Visit Ryan Romines's website


Team

David A. Jones

David A. Jones

Client Relationship Manager,

Financial Planning Analyst

Personal Intro

David Anthony Jones graduated Cum Laude from Cal State Fullerton with a degree in Psychology. He has over ten years of finance experience. He is passionate about helping others through finance while also dedicating time to fitness, yoga, his dogs Grace and Athena, and writing and performing stand-up comedy.

Qualifications

  • CSU, Fullerton- B.A., Psychology Cum Laude
  • UC, Irvine- Certified Financial Planning Certificate

  • General Securities Representative (Series 7)

  • Registered Investment Advisor Representative and Securities Agent (Series 66)

Roles & Responsibilities

  • Financial Planning Analysis
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Thi Khong

Thi Khong

Client Service Manager

Personal Intro

19 years of finance experience supporting Ameriprise advisors. I started as an intern back in 2006 and have been with Ameriprise since then.

Qualifications

  • B.S. 2007, Business Administration with an emphasis in Accounting, CSU, Fresno, CA

Roles & Responsibilities

  • Business processing, calendar management, new client onboarding, website review, daily support for clients' needs.
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