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Raechel Cline

Prior to joining Silicon Valley Wealth Advisors, Raechel worked as an office and project manager for a governmental and public relations consulting firm in Florida. She also has 8 years of military service in the United States Navy. Raechel graduated from Montana State University – Billings in 2012 with a Bachelors of Science in Public…
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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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Adam Gelhausen

Adam Gelhausen is the Senior Portfolio Manager and member of the investment committee at Silicon Valley Wealth Advisors, LLC. Mr. Gelhausen has over 13 years of investment experience analyzing publicly traded securities. Previously, he was a Senior Research Analyst at Signia Capital Management, LLC where he analyzed Technology and Health Care companies. He began his…
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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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Alison Lee

Alison Lee joined Silicon Valley Wealth Advisors in November 2016. Before joining the group she was an administrative assistant with Waddell & Reed. In her role as Client Services Associate she manages all aspects of interaction and follow-up with clients, and is committed to keeping the rest of the team sane and productive. Alison is…
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Robert Lopez

Robert Lopez joined Silicon Valley Wealth Advisors in August 2017. Before joining the group he was a Para-Planner with Jackson/Roskelley Wealth Advisors, Inc. in Scottsdale, Az. In his new role as Associate Planner he works with clients and wealth advisors to develop, build, and update financial plans using wealth management software. Robert earned a Bachelor’s…
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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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