Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My belief is that managing wealth extends beyond building investment portfolios. My goal is to give my client the best life possible with resources they have.
Each person’s future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities:
Family Finances Health Home Leisure Work Giving
Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less!
I began my financial services career in 2015. I have completed training of being a financial advisor.
Service to the community is an integral part of my life. I served as a consultant at Light of Christ Lutheran Chinese Mission to serve the local Chinese community in St. Louis, member of Asian Pacific American Advocates St. Louis and am member of Asian American Chamber of Commerce. I am honored to assist clients in meeting their financial serivces needs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Chinese
Beijing Technology and Business University
University of Hertfordshire
Washington University in Saint Louis
Learn about the MyMerrill Mobile App.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.