I have had the pleasure of representing Edward Jones in the City of Brea for more than 27 years.

My greatest professional satisfaction is found in "translating English into English," that is, changing the oftentimes perplexing worlds of investing, insurance and estates into strategies that my clients understand, act on and stick to.

I encourage my clients to allow me to be their "financial quarterback" who works with the client's tax, legal, banking and insurance professionals to provide complete advice.

I am most proud of my communication skills: listening to my clients, understanding their challenges and opportunities, presenting solutions they understand, addressing the rewards and risks of each solution and fully disclosing all the information the client needs to make an informed decision.

That's enough about me. What about you? How can Edward Jones and I serve you and the people you care about?

Verna Wong Hsueh, my excellent branch office administrator, will be happy to schedule a complimentary consultation for you.

We look forward to talking with you.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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