As a daughter of two Vietnamese Boat People – refugees who fled Vietnam by boat in the 1970s – I was fortunate enough to have been raised in a home where instilling the values of financial independence was a priority for my parents. The financial decisions that my parents made the minute they stepped foot on American soil inspired me to help families build a strategy of their own. It's a great story I would love to tell you about.

As an Edward Jones financial advisor, I believe in approaching your needs together. My goal is to approach creating financial strategies in a holistic manner. I take pride in getting to know you and finding out what's important to you. Why are you investing? In what ways would you like to leave your legacy?

I then use my established process to build a strategy tailored specifically to your goals. And our partnership does not stop there. I work with you throughout life to help keep you on track, and proudly celebrate all of your life's successes along the way.

Why Edward Jones? That comes down to value too. I chose to represent a firm that cares for, respects and values their employees' individual contributions as if they were family. This familial feeling is extended to our relationships with clients as well, and that's why I value a face-to-face presence within our community.

I am a proud resident of Chino and am excited to lead the Rotary Club of Chino Valley as president for 2021-2022 after being honored New Rotarian of the year in 2018 and serving as vice president of the Interact Club of Walnut in 2014.

Outside of work, I enjoy cycling, snowboarding, catching live bands jam out, cooking and spending time with my family and friends.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings

My Personal Interests

  • Cycling
  • Snowboarding
  • Traveling
  • Spending Time with Family
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

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