Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I graduated from Saint Michael's College MSA program in 2002. I have served as a Board Memeber of Inside the Orchestra since 2011. Currently, I am a memeber of Colorado Chinese Chamber of Commerce and Asian Chamber of Commerce. My hobbies include cooking, reading, music, art, hiking and traveling.
- Chinese – Mandarin
- Insurance Strategies
- Investment Strategies
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