Preparing for the next step in life isn't always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Hobbies
Pottery, Yoga, Hiking, Tennis
Languages: English, Chinese-Mandarin, Japanese, Korean
Specialties:Business Owners, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Financial Planning