My belief is that managing wealth extends beyond building investment portfolios. My goal is to give my client the best life possible with resources they have.
Each person’s future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities:
Family Finances Health Home Leisure Work Giving
Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less!
I began my financial services career in 2015. I have completed training of being a financial advisor.
Service to the community is an integral part of my life. I served as a consultant at Light of Christ Lutheran Chinese Mission to serve the local Chinese community in St. Louis, member of Asian Pacific American Advocates St. Louis and am member of Asian American Chamber of Commerce. I am honored to assist clients in meeting their financial serivces needs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
