Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investments
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • RICP® Retirement Income Certified Professional®


  • Masters in Business Administration,University of Minnesota, Duluth, 1987


Travelling around the world, experiencing diverse cultures and cuisines.

Community participation

I am involved with the Solano County chapter of Families Helping Families, a non-profit organization founded in 1985. Families Helping Families volunteers are committed to giving back to the community of Solano County by helping feed those less fortunate. Each year my team volunteers at the annual Thanksgiving "Baskets of Hope" where we help pack and deliver boxes of food. I also participate with fundraising efforts for the Annual Bud Classic Car Show.

Awards & recognition

  • Ameriprise Circle of Success, 2007-2010; 2012-2021
  • Chai, Wei and Associates Wealth Management, Ameriprise Client Experience Award, 2021
  • Ameriprise Diamond Ring Club, 2003

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.