I am an experienced financial advisor in my 9th year with Edward Jones. I graduated from Wichita State University with my finance and management degrees. I continued to enhance my financial background and received the Accredited Asset Management Specialist(SM)* designation in 2018.

I am first generation Vietnamese (fluent speaker). My parents immigrated to America in the early '80s to escape communism in their home country. My family grew up poor, so I understand the value of a dollar as well as the importance of financial literacy. I spend time educating my clients so that they can make well informed decisions about their hard earned money.

I am active in the Bel Aire Chamber of Commerce as well as the youth group at my church. Earlier in 2020, I spent a week in Belize on a mission trip to help the less fortunate. I am passionate about my role as a financial advisor as well as the opportunities I have to serve others.

I make a commitment to help all of my clients do three things:
1) Make informed decisions with their money
2) Avoid common financial pitfalls
3) Help create and follow a financial strategy

I have significant experience with all types of investors: those seeking retirement advice, small business owners, landlords, those expecting or receiving an inheritance and those with life insurance needs. If these things are important to you and you want someone who will give you candid and genuine advice, give me a call.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Real Estate
  • Traveling
  • Personal Fitness
  • Hiking
  • Community Outreach

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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