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Monique Ruiz

Monique joined Silicon Valley Wealth Advisors in 2018 as Manager of Customer Delight. She has over 5 years of industry experience, previously serving as the Administrative Supervisor for the Complex at Waddell & Reed. She is a licensed Notary. Monique graduated from San Jose City College with an Associates in Arts in Liberal Studies. If…
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Heidi Graham

Heidi Graham graduated from Spokane Falls Community College with degrees in Administration and Information Processing. After college, she worked in the insurance business for more than three years before joining Karel Capital, Inc. in 2009 which later became Silicon Valley Wealth Advisors. In her role as Client Services Associate, Heidi is very much involved in…
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James F. Karel

James F. Karel joined Silicon Valley Wealth Advisors in December 2012 as a Sub Advisor. Jim previously worked with national brokerage firms in the areas of portfolio management, investment advising, office management, and marketing. He also directed a national training center where he was responsible for the training and development of thousands of New York…
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Scott Yang

Scott Yang, a CFP® joined Silicon Valley Wealth Advisors in 2004 and is the group’s Planning and Investment Research Manager, overseeing financial planning and investment management to help clients reach their goals. Scott is a licensed CPA and has worked in the financial services industry in both an advisory and an operations capacity. He has…
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Tracy F. Lasecke

Tracy F. Lasecke, CFP® is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as…
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Chris Duke

Chris Duke, CFP® joined Silicon Valley Wealth Advisors in November. Before joining the group he was a Financial Advisor with Waddell & Reed. Prior to working in wealth management, Chris worked for the better part of two decades in various positions with the technology and management consulting space. Chris is a graduate of San Jose…
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