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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Christian Financial Strategies

Education

  • B.S. Interdisciplinary Studies, Minoring in Youth Ministry and Biblical Studies, Liberty University, Lynchburg, VA

Professional associations

  • Ameriprise Christian Financial Advisors Network (CFAN)
  • Kingdom Advisors

Community participation

Interests

My wife, Kelsy and I got married in January of 2023 and currently reside in Lakeland, FL. When I am not in the office, I enjoy playing sports, working out, traveling, and exploring new restaurants in our area. I grew up in Chengdu (Chung-doo), China, a city known for pandas and spicy food. Even though my Chinese is very rusty, I enjoy sharing about Chinese culture and am excited to eventually take my wife to visit my hometown.

My photos

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