The Team

You are not just another face in the crowd

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Our Advisors

Kris De La Pena

Kris De La Pena

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

University of California, Los Angeles (UCLA). Bachelors of Science Degree
CA Insurance #0E88832

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Stephen McGuirk

Stephen McGuirk

Financial Advisor

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Designations

AAMS®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Investment Management
  • Insurance

Education

B.S., Business Administration, The College of St. Rose, Albany NY, 1984
CA Insurance #0H20507

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Our Staff

Scott Peters

Scott Peters

Client Service Specialist

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Qualifications

  • Scott joined Kris’ team in November, 2016. He has 19 years of experience in financial services, primarily focused on providing an exceptional client experience.
  • His past positions include Assistant Operations Manager, Securities Trader, and Operations Call Center Operator.
  • Scott is also a 12-year veteran of the United States Air Force, having served in such diverse locales as Terceira Island, Azores; Honduras; and Riyadh, Saudi Arabia.
  • As a Firefighter, Scott learned the value of service, forward thinking, and always having a back-up plan. After leaving the Air Force, he held a number of jobs while attending school for accounting
  • In his spare time, Scott serves the local community working as a baseball umpire and high school football Back Judge.
  • As a member of the Director’s Guild of America®, he works as a stage manager for a variety of live TV events.
Sarah Delaney

Sarah Delaney

Paraplanner

Client Service Specialist
Mei Thoe, MBA

Mei Thoe, MBA

Paraplanner

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Qualifications

  • Masters of Business Administration, International Business