My life experience has equipped me in unique ways to be your Financial Advisor.
- As a teacher of English in Beijing, I learned how to communicate unclear concepts to people in ways they could understand and make use of.
- As a small business owner, I came to understand the myriad challenges, financial and otherwise, that business owners and other successful people face.
- My training as a CPA helps me understand the nuts and bolts of your financial picture, including such areas as tax planning.
- As a CERTIFIED FINANCIAL PLANNER, I understand the complexity of a family’s financial picture but identify paths forward to achieve their goals and protect them from risks.