Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Family Finances
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies




  • Bachelor of Art in Business Management, Washington State University, 1993
  • Bachelor of Economics, Shanghai University of International Business & Economics, 1986

Community participation

Career Coach for Veterans -- American Corporate Partners

CIVIC Leadership Institute 2012

Volunteer Interpreter -- Language Bank, American Red Cross, Tidewater Chapter.


Growing up amongst the "Avatar" mountains in China, my first education was the traditional Confucius teachings. I try to go back to my roots in China each year so I will not get lost in the busy modern day life. Traveling is a passion of mine and cooking feeds the passion for traveling. I believe in giving back to the communities to which I belong as I am forever grateful for what this country has given me. In addition to serving at various committees, I also offer Pro Bono financial advice to the less fortunate. But most of all, I love spending time reading and cooking with my daughter, Eliana.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.