Focus: Investment Strategies, Business Owners, Insurance Strategies, Special Care
Languages: English, Chinese – Mandarin
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.
I have been working in financial industry for more than 15 years. Most of my clients are professionals such as doctors, engineers, and business owners.
Blue Chip Council: A MassMutual honor awarded annually to those Financial Services Representatives who have excelled at attracting, developing, and retaining clients by helping them meet their financial security needs.
Leaders Conference Qualifier: A MassMutual honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
Million Dollar Round Table (MDRT) Member since 2013.
Check the background of this investment professional on FINRA’s BrokerCheck
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118