Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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.
Get started

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Social Security Retirement Benefits

Awards & recognition

  • Diana Wei, Ameriprise Circle of Success, 2024-2025
  • Jean Chai, Ameriprise Circle of Success, 2007-2010; 2012-2022
  • Chai, Wei and Associates Wealth Management, Ameriprise Client Experience Award, 2021
  • Jean Chai, Ameriprise Circle of Success Hall of Fame, 2015

Community participation

Families Helping Families helped provide 400 baskets of food to our local families last year. Every year, volunteers join together from early morning into the afternoon to pack and deliver groceries to families and seniors in our community. We have been lucky enough to be joined by several of our clients every year to help pack!