My grandfather, the eldest of five, stopped his engineering studies when he and his siblings were orphaned. To support the family, he became a surveyor and worked many business ventures. Believing in the value of education, he paid the college expenses for his siblings and inspired us to pursue our own academic endeavors. Seeking education and hard work helped each generation achieve independence and financial success.

My family empowered me to make a positive difference in people’s lives. "Aim High, Make a Difference" is my mission. I help serious investors map their financial future from the start of their professional careers to implementing their legacy and estate strategies.

I graduated from Smith College and earned my MBA from the University of Southern California. Before joining Edward Jones in 2014, I was an educator for 12 years and a National Board Certified Teacher. I became an Edward Jones limited partner in 2019.

Dedication, service and volunteerism run in my family. We served from World War I through the Vietnam War. I volunteer and support the Arlington Community Foundation, WETA-PBS and the Animal Welfare League of Arlington. I am a member of the Smith College Alumnae Club of Washington, DC, Arlington Chamber of Commerce, and several ministries at St. George’s Episcopal Church. I love concerts – from military bands to opera – and create container gardens, crochet intricate designs and prepare international dishes.

I want to understand what is important to you and use our established process to build personalized financial strategies for you and your family. My Branch Office Administrator, Kathy Vu, and I will partner with you throughout your life, to teach and help you stay on track and reach your goals. The impact of what we do inspires me to serve you, learn what is truly important to you and provide solutions so you can make financially sound decisions.

Focus areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Community Outreach
  • Culinary Arts
  • Wine Collecting/Enthusiast
  • Animal Rescue
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More