Through the last 18 years as a financial advisor, I have developed a deep and abiding passion for seeing people succeed in their goals. I am committed to not only earning my clients' trust but working every day to keep that same trust. My relationships with my clients extend from birth to death and the transitioning of wealth to the next generations. I am focused on clients who are committed to working toward their goals and their family's goals together.

In 2007, I qualified to attend the Edward Jones annual Managing Partner-s Conference, an honor reserved for the firm-s top 400 financial advisors. I also qualified for Financial Advisor Leaders Conferences every year since 2014, an annual event that honors the top 1200 of the firm's more than 17,000 financial advisors.

In our office, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients- unique goals and needs. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

When I am not in the office I love spending time with my spouse and 9 years old daughter. I love reading and hiking as well.

I am bilingual, fluent in both English and Mandarin Chinese.

My Personal Interests

  • Hiking
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:30PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 06:30PM
Fri 08:30AM - 06:30PM
Sat By Appointment Only
Sun Closed for Holiday
Request an Appointment

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