My passion is to grow the organization to be the premier financial services firm to the communities we serve. Throughout my career, I have had a keen focus on delivering comprehensive solutions to client’s financial needs in a professional and ethical manner.
I am actively involved in the community and industry organizations. I work with the Tzu Chi Foundation, Alzheimer’s Association, Junior Achievement and many local hospitals. I am also a member of the steering committee for the Flushing Business Improvement District (BID).
Professionally, I am a member of AALU, GAMA International, MDRT, and AAIFPA where I seek to collectively improve the financial services industry with my peers.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care