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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • Series 6
  • Series 7
  • Series 63
  • Series 66

Education

  • BS Political Science, National Taiwan University, 1990

Previous experience

  • Financial Advisor, MetLife Financial Services, 2002-2016

Community participation

Interests

I like to watch all kinds of movies. I love my dog; Nori! She is a german shorthair pointer with Labrador mix. I love to travel and I travel a lot. My last trip was to Europe in 2018. I visited Italy and Greece. I like to cook for my family. I've recently joined a cooking club to learn more recipes and using different cookware.