Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Investments
  • Insurance

Qualifications

  • Series 7, 24 and 66 License
  • Life, Accident and Sickness License
  • Variable Life/Variable Annuity License

Education

  • B.S. Biology, Chemistry-UNC-Chapel Hill, NC

Awards & recognition

  • Ameriprise Circle of Success, 2013
  • Five Star Wealth Manager, 2014 - 2017, 2019, 2021
  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Professional associations

  • National Association of Asian American Professionals

Honored to receive recognition

All of us at Iron Oaks Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Iron Oaks Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

Member, Estate Planning Council of North Georgia

Volunteer at Habitat For Humanity, Atlanta, GA

Volunteer at Project Open Hand, Atlanta, GA

Interests

Cooking

UNC-Chapel Hill Basketball

Socializing with friends

Rick and I travel to Hilton Head, SC once a month to visit with clients and family

We also enjoy traveling to other countries to experience the different cultures and lifestyles