I was born in Taiwan and raised in South Pasadena, CA before moving to San Francisco to attend San Francisco State University.  Prior to pursing my financial advising career, I was working within the retail industry in various management roles across the Bay Area.  My experience taught me the definition of leadership and how to built a team focused on creating unique and memorable relationships with clients.  In 2004, I joined Merrill Lynch Wealth Management with a goal of enhancing client experiences.  I pride myself on making service my differentiator.  I hold the Chartered Retirement Planning Counselor^TM designation, a designation awarded by the College for Financial Planning Institutes Corp., I help people achieve their financial goals by identifying obstacles and to transform their challenges into opportunities so that they can concentrate on their personal lives.

We follow the deep-seated Merrill tradition of participating in the communities we serve. We are committed to the local community, both physically and charitably. That is why our group helped sponsor the Mission Housing Development Corporation and Northern California: National Multiple Sclerosis Socity. Learn more about our investment insights, process and focus on client service.