Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Chai, Wei and Associates Wealth Management
Team photo for Chai, Wei and Associates Wealth Management

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Our advisors

Advisor photo for Diana Wei

Diana Wei

CFP®

Private Wealth Advisor

Learn more about Diana Wei Visit Diana Wei's website
Advisor photo for Jean Chai

Jean Chai

MBA, CFP®, 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 Relationship Manager

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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Siddarth Penumalli

Client Service Specialist

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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