I started my career in a commercial bank in China in 2006. My previous roles include bond trader and asset manager, project assistant and banking advisor. My work experience in the financial industry provides me with enormous knowledge in capital market asset management and financial planning including personal, corporation, and income trust. I have also obtained my MBA from the University of Illinois.

Driven by my enthusiasm in financial investment, I joined Edward Jones in March 2018. My investment experience together with Edward Jones’ comprehensive team enhances my ability to help me serve my clients and to help them reach their financial goals and protect them from the unexpected.

As a financial advisor, I am always aiming to understand the clients’ current financial situation and their future goals, provide tailored solutions and partner with them to make sure the goals are always on track.

I also regularly host financial seminars about market updates, introduction to financial products, estate planning and retirement income strategies to satisfy a variety of needs.

Personally, I love spending time with my family. My spouse Dora and I enjoy meeting and chatting with people. Our lovely 7-year old daughter Vicky is full of energy and brings us a lot of joy and happiness.

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WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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