Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Retirement Income Planning, Risk Management Strategies, Charitable Giving
English, Chinese-Cantonese, 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. Contact me to discuss your financial future.
I graduated from Drake University Business School in 2000. I am active in the Asian community organization within the Greater Metro area of Des Moines, Iowa.
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