Ian Foo, AIF®
VP Wealth Management
Ian is an experienced leader with a demonstrated history of working in the financial services industry. He holds a General Securities Representative (Series 7), Uniform Combined State Law (Series 66), General Securities Sales...
Andrew Nguyen is an eldest of the eight siblings in his family. Andrew graduated from San Jose State University with a Bachelor’s Degree, and started his financial services experience as a Registered Representative in 2000.
Keith France brings 20 years of experience in the financial services industry helping individuals, families, and in particular credit union members construct comprehensive plans to achieve their financial goals. Keith became a...
Jo Laurie Schmeltzer
Jo Laurie has enjoyed working in the investment and insurance industry since 1995. With a Bachelor of Arts Degree in Economics from the University of California, Irvine, her knowledge as well as experience bring great value to...
Client Service Associate
Tess is a Client Service Associate at MW Wealth Advisors, LLC, and Cetera Investment Services LLC. She joined the team in July 2021. She provides administrative support to the Financial Advisors. She comes to the team with over a...
Mildred has been working in the financial service industry for over twenty years. She brings her wealth of knowledge as Financial Advisor not only from her extensive work experience, but from her formal education having graduated...