To have wealth is to have financial independence and peace of mind.  The journey towards building wealth can be challenging, time consuming, and complex.  From my humble beginnings as a 1st generation immigrant from Viet Nam, my family and I began our pursuit of finding a better life in US. My parents made the biggest sacrifice by deciding to uproot their lives along with their 7 children, sell all their belongings with the exception of couple luggage's of clothes, and leaving behind the rest of their family and home to start anew in new land of opportunity.  We had to learn how to adjust and navigate our new environment and home.  Along the way, we were fortunate to have support and education from our local church parish and community members. I will forever be grateful for the sacrifices my parents made to move across globe to give us, their children every chance for success and also to everyone else who has offered guidance and support since we landed in this land of opportunity we now call home.  These experiences have shaped me continue be a resource to my community, to provide guidance and education.

Since joining Merrill in 2014, I continue to help clients build and maintain wealth through a personalized end to end process in delivering the highest standards of accountability, service, and results.  I have a passion for solving complex financial problems and delivering simple and sound solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.  I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives.
 
I work closely with health care professionals, technology professionals, entrepreneurs, and business owners in building goals-based wealth management strategies centered on accomplishing their unique needs and goals.  My goal is equip my clients to live the best lives possible given the resources available to them.  Through a proven and streamlined framework predicated on my client’s financial goals, my clients have the confidence, and clarity to execute and accomplish their financial goals.

I hold FINRA Series 7, 9, 10, and 66 registrations and insurance licenses.   I hold currently hold a Chartered Retirement Planning Counselor, CRPC^™ designation from the College for Financial Planning Institutes Corp.

I am graduate of Seattle University with a Bachelor's degree in Business Administration and Business Marketing.