Lighting the Path Forward

I was raised by immigrant parents, who came from China to support a family and find career opportunity. Throughout my childhood they taught me the value of hard work. I was able to see the time and energy my father poured into his career in corporate America risk analytics. I learned from them that effort is something to be admired and is a value to live by.

I played baseball growing up and all through my life. In sports you need effort, and you also need great coaching that surrounds you. Would Michael Jordan and Kobe Bryant have accomplished as much in their careers without Phil Jackson? A great coach will guide you and help you in ways you never even imagined.

Who do you turn to for guidance?

I believe that everyone deserves someone who will put forth unmatched effort in guiding you on your financial journey to your hopes and dreams.

I run a wealth management practice working with individuals and families at in tech and consulting. I educate on company benefits, understanding how to strategically save dollars for long term goals and minimize tax exposure over time.

My team focuses heavily on tax efficiency, diversification strategies, retirement and insurance planning.


I mission is to work with each and every one of my clients FOR LIFE and see our relationships grow and get to our goals together.

NM Home Office Rooftop

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4