STRONG VALLEY WEALTH & PENSION - Key Persons
For over 16 years, Adam has provided financial services and private wealth management advice, excelling in financial modeling, portfolio construction, and risk management. He holds Series 7, Series 63 and Series 65 registrations as well as the prestigious CIMA® designation. Fewer than 2% of financial services professionals hold CIMA® certification, which is delivered by Investments & Wealth Institute™ and is the only credential designed specifically for investment advisors and consultants.
Prior to founding Strong Valley Wealth & Pension, Adam was a Vice President of Investments in the Private Client Group of Wells Fargo Advisors. Before beginning his career in the securities industry, Adam provided middle-market mergers and acquisitions services and succession planning to small and mid-sized businesses. He is a graduate of the University of Illinois at Urbana-Champaign with both a bachelor's degree and an M.B.A. in Finance. Adam was a standout collegiate wrestler earning three All-American honors and an NCAA National Championship in 2001.
Adam currently lives in Clovis with his wife and three children. He continues to stay deeply involved in the local community through scholastic sports by coaching and mentoring 6th through 12th-grade student-athletes.
Nobody can control the market, let alone tomorrow. But at Strong Valley you know that you always have someone in your corner looking out for what's the very best for you.
Chris holds the Series 7 and Series 66 registrations as well as the Certified Financial Planner® (CFP®) designation - identifying to the public that he has been authorized to use the CFP® certification marks, has met rigorous professional standards, and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Chris earned a Bachelor's degree from San Diego State University with a major in Economics and a minor in Business Finance, as well as a Certificate in Personal Financial Planning. He is married with three busy children and resides in Clovis, and is very active with the kids' school and sports activities.
Job Titles:
- Senior Operations Associate
Erica serves as the group's administrative backbone. As a registered client associate with 24 years of industry experience, Erica is pivotal to the unsurpassed service clients experience. She has worked at several financial firms in a variety of support and managerial roles throughout her career. She has her Series 7, 9, 10, 63 & 65 licenses.
She excels at helping clients feel welcome and comfortable that their needs will be met effectively and efficiently. She is frequently the first line of contact for clients and is recognized as the service and administrative specialist for the team.
Erica Lives with her husband, David and their 2 dogs here in Fresno. She loves spending time with her two children and her brand new grandson. Erica loves to read and watch her favorite baseball team, the Giants.
Irene started in the business 25 years ago as an assistant to her husband, Bob. She graduated from California State University, Fresno in 1974.
Irene serves as the group's marketing associate and client liaison. Irene leads special projects and seminars. She also creates client financial reviews that many of our clients receive on a quarterly basis. Irene possesses a deep commitment to client service which makes her an invaluable member of our team. She invests every minute of her workday making certain that clients get what they need with a smile.
In her spare time, she enjoys gardening, walking the dogs (Polly and Pepper), reading, playing an occasional golf game and taking an integral part in her church, Holy Spirit Catholic Church.
Job Titles:
- Managing Principal
- Wealth Manager and Portfolio Analyst
Jason is a graduate of California State University, Fresno. Prior to Strong Valley Wealth and Pension, he joined his father in 2004 where they formed The Rankin Wealth Management Group of Wells Fargo Advisors.
He prides himself on the art of long term investment planning for the clients. He enjoys incorporating a service he calls life planning. This is an area of advising to ensure clients are on track to reach their life's goals as opposed to finding the next hot stock. This interactive approach can help the group's clients identify what their investment priorities are in light of current conditions and then help them make adjustments in the future as their life and the markets change.
Jason is a wealth manager and portfolio analyst for the team. In this capacity, he works with fund company analysts and various independent research sources to analyze, select and allocate investments in custom-designed portfolios. He is responsible for the management and monitoring of client investment portfolios. He works with clients to establish and implement their financial strategies, and in the ongoing review of their investment portfolios.
He holds a CERTIFIED FINANCIAL PLANNER™ designation and has securities registrations Series 7 and 63, and a California Insurance License, number 0E87236.
Jason has grown up in Fresno and enjoys an active lifestyle and pursues regular exercise through CrossFit. He also enjoys traveling with his wife Kailyn and their two boys, Dane and Decker.
Rick Trippel joined Strong Valley Wealth and Pension as a Senior Wealth Manager, the culmination of over 35 years in the financial services industry, with a career dedicated to placing clients' needs above large corporate interests. Strong Valley enables Rick to continue in his commitment to maintaining quality client relationships with more face-to-face meetings, access to better technology, and being able to deliver truly independent advice.
Strong Valley also reflects Rick's own desire to be easily accessible to clients, and his drive for daily accountability in upholding the values of trust and integrity, and a commitment to making a meaningful difference in the lives of his clients. These are the values Rick has worked to bring during his 35+ years of listening to client needs, and managing assets for individuals, corporations, corporate retirement plans, endowments, and foundations.
Rick started his career in 1986 when he became registered and joined Shearson Lehman Brothers. In 1998, Rick achieved his Certified Investment Management Analyst (CIMA®) designation from the Wharton School, University of Pennsylvania. Rick graduated from California State University, Fresno with a Bachelor of Science in Business Administration in 1977.
Having lived in Fresno his entire life, Rick feels fortunate to have made many good friends in the San Joaquin Valley. Rick is a past Board member of Fresno/Madera Youth for Christ, a past deacon of the board for New Covenant Community Church in Fresno, and a past president for Fort Washington Golf & Country Club. He and his wife Jeannie have two children and 5 grandchildren. In his spare time, he enjoys spending time with his grandkids, traveling, and enjoying the outdoors hunting, fishing, and golfing.
Shirley Huff joined Strong Valley in 2021 with over 25 years in the financial industry, and over 10 years as a client associate. Shirley reflects the core values of Strong Valley including a commitment to upholding the highest degree of integrity and ethical standards when serving clients.
Shirley is driven to meet client needs by building positive relationships, genuine care, and working hard to be readily available regardless of circumstance. Her motto is, "If there's a will there's a way" and prides herself on accomplishing client financial needs no matter how simple or complex a situation may be.
Shirley is motivated when clients know they are not just a number or an account and feel like they are being heard by a friend who will stand by their side through thick and thin. Many people work very hard to build a successful financial future and Shirley wants them to have peace of mind all along the way.
Shirley is married and has three grown children. In her spare time, she enjoys spending as much time as she can with her Grandchildren and cooking for family and friends. Along with her family, she volunteers in her local bible ministry. Shirley also enjoys traveling to shop, relax, and explore new places.