Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Retirement Strategies, Estate Planning
Languages: English, Chinese – Mandarin
You have your vision, and I have a strategy. As an experienced financial services representative with MassMutual Greater Hudson, I am ready to help you embark on a journey to a successful financial future. I’ve been in this field since 2004, and in my 15 years, I’ve received both company and industry recognition for my services. I’m a 9-time Leaders Conference qualifier (2009, 2011-2018) and an 8-time MDRT qualifier (2009, 2011, 2013 – 2018). As a professional, I am not only committed to raising the standards of my career, I also strive to empower—I am a member of WIFS, a national organization dedicated to helping women succeed in financial services. I am proud to say that I’ve also qualified for the Ruby award in WIFS.
My bilingualism (English and Chinese) gives me an advantage in connecting with my community, and I am dedicated to understanding the different backgrounds, needs, and situations of my clients. This helps me recommend the most appropriate products and strategies.
Outside of work, I am an avid runner. When clients come to me, they understand that I’m a resource not just for financial services but for general support and concerns.
Check the background of this investment professional on FINRA’s BrokerCheck
745 64th Street #3L
Brooklyn, NY 11220