Growing up in a small town in the southeast part of China, I was taught to study hard and work hard, so that I could achieve my dream. Keeping that in mind, I graduated from a top school in China with a PhD in quantum physics and then came to the United States to pursue the American Dream. My journey in search of that dream led me to the world of financial services. The motto of study hard and work hard drove me down the path of continuous education to master the "science" of investing. What fascinated me is that, through the process of lifelong learning and sharing, I can not only pursue my own dreams, but also help the families that I serve reach their very own dreams.


I know that my mission is to make a positive impact in people's lives, helping families achieve their lifetime financial goals by listening to what’s important to them, creating personalized strategies and partnering with them throughout their life to help keep them on track.


We take the time to understand our client's unique situation and identify where they are now, where they want to be and any gaps to keep them from getting there. Our families trust us to know the most intimate details of their lives so that we can better serve them. We then work with a network of professionals to help clients make informed decisions and achieve what is most important to them.


My wife, Yan, and I live in the beautiful community of Chanhassen with our two boys, ages 5 and 3. I serve on the board of Minnesota Chinese Chamber of Commerce and am actively involved in the Wayzata Chamber of Commerce to give back to the community. My office partner, Marie Ness, provides exceptional service to our clients and lives in Eden Prairie with her husband and four beautiful children. In her free time, she loves to work on her crafts and enjoys time with her family.

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Cycling
  • Traveling
  • Volunteering

Office Information

Office Address

15600 Wayzata Blvd Suite 105 Wayzata, MN 55391

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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