Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Community participation

Commissioner of Chapel Hill Parks and Recreation

Board of Director, Friends of Seym0ur Center

Board member, Chinese Peer-to-Peer Caregiver Supprt Advisory Committee

Member, Village Elders Lecture program Planning Committee