Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I graduated from the University of Illinois with a Bachelor of Science degree in Electrical Engineering, the Illinois Institute of Technology with a Master of Science degree in Computer Science, Northwestern University with a Master of Business Administration in Finance, and the Loyola Institute for Spirituality. I began my career in the technical field as a software engineer and a product development manager at AT&T. I later transitioned to management and entrepreneurship and founded several companies, including a software development company and a wireless consulting company in Dallas, Texas and in Vietnam. The software development company I founded in Vietnam was acquired by a public company. My technical, management and business skills and backgrounds bring a unique and comprehensive approach to my financial services practice.
I was born in Vietnam and came to the United States when I was sixteen years old. I lived in Chicago and Dallas, and currently reside in Westminster, California with my wife Mai and two sons. Martin and Steven. I play the guitar, love to cook, and am involved with many ministries at my church and the Christian Life Community.
Area(s) of Focus
- Insurance Strategies