Advisor profile

Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Small Business
  • Intergenerational Planning
  • Employee Stock Options
  • Social Security Retirement Benefits
  • Insurance
  • Saving for Education


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance


  • BBA/MBA International Finance, Pace University
  • B. Soc. Sc. (1972-1974) The University of Hong Kong
  • Ho Tung Technical School for Girls (1966-1972) Secondary School in Hong Kong

Awards & recognition

  • Ameriprise Client Experience Award, 2022
  • Ameriprise Circle of Success, 2020
  • Five Star Wealth Manager, 2016 - 2022

Previous experience

  • BT Securities Corp (CRD#17790), 1988-1989
  • IDS Life Insurance Company (CRD#6321), 1995-2006

Community participation






RV & camping


Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.