I am a forward-thinking, community-based financial advisor, as well as a wife and mother residing in Yonkers, NY. I provide tailored solutions and attentive service to select individuals, families and businesses both locally and nationwide. My mission is to become an essential partner to my clients by helping them define and achieve what is most important to them financially at different stages of their lives through a collaborative and educational approach.

As an immigrant who left my family and home country of China to pursue the American dream, I am passionate about the prospect of creating a better future for myself and others. I started to realize those passions as a tutor in college where I found it incredibly rewarding to see other people reach goals they never thought possible. The experience affirmed my intellectual capacity as well as my desire to help others achieve their goals.

After graduating from Manhattan College summa cum laude with an MBA degree, I worked as an investment analyst, which gave me the opportunity to work in a small team that managed approximately $3 billion in assets for over 4,200 financial advisors through in-depth analyses and due diligence on the markets and economy. I personally led the high-net-worth and institutional investing program with approximately $300 million assets under care. I moved on to an opportunity with Edward Jones to work with a firm that considers its clients interests first while pursuing my passion to make a direct positive impact on others’ lives.

As an individual, I am enthusiastic about pursuing health, fitness and wellness. As a financial advisor, I am dedicated to helping others achieve their financial wellness, which I believe is vital to their overall wellbeing and happiness. My clients like to work with me because I’m intellectual, ambitious, confident and yet approachable, empathetic and fun to work with. I look forward to working with investors who value partnership, excellence and success.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • LGBT Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Personal Fitness
  • Reading
  • Dancing
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 09:30AM - 05:30PM
Tue 09:30AM - 05:30PM
Wed 09:30AM - 05:30PM
Thu 09:30AM - 05:30PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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