Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • 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!