Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Diana Wei

CFP®

Private Wealth Advisor

Learn more about Diana Wei Visit Diana Wei's website

Jean Chai

MBA, CFP®, RICP®, CDFA®

Private Wealth Advisor

Certified Divorce Financial Analyst
Learn more about Jean Chai Visit Jean Chai's website


Our team

David Hakobian

David Hakobian

Operations Manager

Personal Intro

  • Joined Ameriprise Financial Services, LLC in 2020
  • Passionate about both financial education and security
  • I enjoy reading and cooking
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Lorice Strem

Lorice Strem

Client Service Specialist

Personal Intro

  • Joined Ameriprise Financial Services, LLC in 2021
  • Background in legal assisting and client service
  • Outside the office, I enjoy traveling, hiking and playing board games
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Marla Brant

Marla Brant

Administrative Assistant

Personal Intro

  • Joined Ameriprise Financial Services, LLC in 1999
  • I enjoy gardening and spending quality time with family and friends
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Janice Poole

Janice Poole

Operations Specialist

Personal Intro

  • Joined Ameriprise Financial Services, LLC in 2014
  • Virtual team member
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Jennifer Jacobs

Jennifer Jacobs

Operations Specialist

Personal Intro

  • Joined Ameriprise Financial Services, LLC in 2019
  • Virtual team member
  • BA from Rutgers University with double major in Economics and Art History
  • I am a yoga teacher
  • Some of my hobbies include ballet, rowing and cooking
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