Advisor profile


My approach

I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide strategies to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Small Business
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Investment Management
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPWA® Certified Private Wealth Advisor®
  • CEPA® Certified Exit Planning Advisor
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • M.B.A. in Corporate Strategy, University of Michigan Ross School of Business
  • B.B.A. in Finance & Marketing, The Chinese University of Hong Kong

Interests

My core values are independence, meaningful work, excellence, health and integrity.

Spending time with my two children Ivan and Lesya, and my husband Paul is very important to me. We love taking road trips together. When I’m not working or volunteering, I love to read self growth and business books. I enjoy classical music, public speaking, cooking and traveling.

I meditate and dance Zumba regularly to keep my mind and body fit. Being born in China and growing up in Hong Kong, I speak fluent Mandarin and Cantonese. Besides my mom who lives with me in the US, my siblings and most relatives are in Asia.

Community participation

I’m passionate about Destination Imagination (DI), a worldwide program which offers high-quality challenges that help bridge the gap between what students learn in school and the skills they’ll need to thrive in an ever-changing economy. I've been managing my children’s DI teams, and taken them to Global Finals.

My husband and I both support Boy Scouts and Retrouvaille, a program to help couples heal and renew their marriages. I provide pro bono work through Financial Planning Association and Foundation for Financial Planning. Every year, our office participates in Ameriprise National Day of Service and volunteers at local Food Bank.

Awards & recognition

  • Ameriprise Circle of Success, 2012 & 2014
  • Five Star Wealth Manager, 2012, 2013, 2014, 2016, 2017, 2019, 2020, 2021

Previous experience

  • Management Consultant, PricewaterhouseCoopers, Austin, TX, 1999-2001
  • Consultant Intern, Accenture, Chicago, IL, 1998
  • Senior Consultant, Shandwick International, Beijing, China, 1996-1997
  • Business Development Officer, Steelcase International, Shanghai, China, 1994-1996
  • Analyst, Bank of China, Hong Kong, China, 1993-1994

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.