Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Plan Distribution

Qualifications

  • Series 7 & 66
  • Life & Health

Education

  • Bachelor's Degree-Zhejiang Yuexiu University of Foreign Languages

Interests

I love to travel. Most recently my mother and I visited Hawaii. I really enjoyed Big Island & Oahu.

For many years I have enjoyed cooking, French food & family recipes are among my favorites.

I really like getting regular exercise which for me includes swimming, running and general meditation. I was a competitive runner and swimmer and competed at the state level.

Community participation

I am a member of the Crane House Young Professionals which helps recent graduates with life coaching and career placement.

Professional associations

  • Zhejiang Yuexiu University Alumni

Previous experience

  • Ameriprise Financial, 1
  • Hilliard Lyons, 1