Advisor profile

What you can expect when you work with me

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.

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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Education

  • B.S. 1987, Computer Science at San Jose State University

Awards & recognition

  • Quach, Chien, Styczynski & Associates, Ameriprise Client Experience Award, 2020, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Ameriprise Circle of Success, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Women Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

We are passionate about giving back when we are able. My family and I volunteer as guest teachers in the city of Lijiang for underprivileged kids who don’t have the opportunity of going to school. This experience was life altering. It made me realize how fortunate we are here and that there are so many children out there that could use our help. I see how much we have and how little they have. I will continue contributing financially and also with my time. I eagerly anticipate returning soon to teach a new generation.

Interests

Family: Cameron is officially off my payroll. He graduated from SJSU with honor as a Software Engineer. Currently working at UL as a Software Developer.

Travel: One of my life goals is to visit as many countries around the world as I can. I just returned from Thailand. I rode an elephant, visited James Bond Island, got some great massages for very cheap, and met some wonderful travelers on my journey.

Future Planning: Just as I do financial planning for my clients, I too plan for my family. My new business venture with the new Team will for sure be full of excitement and of course hard work. It will be a great venture.

My photos

4 albums
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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.