Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Tamara Huey, Private Wealth Advisor serving the San Diego, CA area - Ameriprise Advisors

Tamara Huey

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Tamara Huey's website
Quynh Dao, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Quynh Dao

Financial Advisor

Visit Quynh Dao's website

Team

Arwa A. Kheriwala

Arwa A. Kheriwala

Financial Planning Assistant,

Client Service Manager

Qualifications

  • 2015, Masters in Commerce, University of Mumbai
  • 2018, Financial Certificate, UCSD Extention

Roles & Responsibilities

  • Arwa handles money movement, transactions, and data collection/preparation for financial planning.
  • Arwa's goal is to become securities licensed and to eventually become a Certified Financial Analyst (CFA).
View more
Nicholas J. Kellum

Nicholas J. Kellum

Client Service Coordinator

Qualifications

  • 2021, B.S. Finance, San Diego State University; San Diego, CA

Roles & Responsibilities

  • We are excited to welcome Nick to our Team with his recent degree in finance!
  • Nick is responsible for setting appointment for clients, servicing client needs, and processing new business.
View more
Maya I. Murphy

Maya I. Murphy

Office Manager,

Client Concierge

Qualifications

  • Bachelor of Arts in Psychology, University of California, San Diego (UCSD); December 1993
  • Masters in Human Resources Management, specialization in Organizational Development and Change Management, National University, January 2008

Roles & Responsibilities

  • Maya is our high level HR Director. She is instrumental in onboarding team members, practice strategies, franchise level reporting and accounting.
  • Maya is also a Certified Mail Handler and provides excellent Client Service!
View more