With a comprehensive background spanning financial planning, consumer banking, liability management, and brokerage services, I offer a wealth of knowledge to my clients. My mission includes guiding clients to understand the purpose of their wealth and help accomplish their goals for their family, organization, and charity. I love working with families and business owners, assisting them in navigating their financial journey and educating their children on financial literacy. It's essential to empower the next generation with the knowledge and skills to make sound financial decisions. I am dedicated to helping you achieve a secure and prosperous retirement. We can identify your retirement goals, analyze your current financial situation, and implement sophisticated strategies to optimize your retirement income, minimize tax liabilities, and preserve and grow your wealth for future generations. Additionally, I specialize in providing guidance on solutions in both the public and private equity space for accredited investors. Whether you're looking to diversify your portfolio or explore new investment opportunities, I can help tailor strategies that align with your financial objectives. I began my financial services career with Fidelity Investment in Westlake, TX in 2012 while attending University of Texas at Dallas in the evening. I later served in various roles in oil & gas and insurance compliance before joining Merrill Lynch Wealth Management in 2017. There, I served clients across the North Dallas area. In addition to my client-focused role, I serve on the leadership board of Bank of America’s ALN network and am an active committee member of the bank’s Asian Business Council. Beyond my professional pursuits, I find joy in playing the guitar and delving into world history. I reside in McKinney, Texas with my wife Jia and son Ian, and my wish is to take my family to visit all 63 U.S. national parks. Please do not hesitate to contact me if you require any assistance or have any questions. I am here to provide personalized financial guidance and support to help you achieve your goals.
*Banking Services are through Bank of America, N.A. 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.
