Investment Advisor Representative
P: (425) 698-1708
Aspiring to empower clients and guide them to live the lifestyles they want, I joined the firm after graduating from the University of Washington with a degree in Finance. In today's fast paced world and so many moving parts in making a good financial decision, we often hear that people find themselves overwhelmed by all the options and are in need of a clear path. With a focus on client education, I collaborate with clients to prioritize customization in financial and investment planning. By asking good good questions, I help guide my clients to ensure a good understanding of what they want to accomplish, and create a holistic plan that fits their lives to stay ahead of the course. Whether it's planning for retirement, maximizing employer benefits, funding your children's education or anything in between.
Having spent most of my childhood between New York and Taiwan, I've witnessed the drastically different attitudes towards money and investments, which helped me understand that one size does not fit all. I am an active member of his community and is often involved in charity events, such as community festivals or marathons. I'm also part of the Bellevue Chamber of Commerce Young Executive Program and serves as an ambassador for local small businesses.
As a subsequent native of Washington, I enjoy being active outdoors and out on the lakes whenever the weather or my work schedule permits. You can find me walking around local farmers markets or trying out the newest food trucks in town. I'm also a fair-weather golfer, lover of home-cooked meals, and a frequent flyer to visit Grandma.