As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones as a financial advisor in 2001, opening the firm's first branch office in Wellesley, MA. I later became a limited partner with Edward Jones in 2011 and a general partner in 2019. I attended the University of Michigan and graduated in 2001 with a bachelor's degree in economics.

Originally from Hong Kong, I have lived in Needham, MA since 2010. My wife, Jenny, and I have a daughter Noelle, and a son, Eli. I am an active member of the community, having served as community service chair of the Wellesley Rotary Club.

Our branch office provides highly personalized solutions for you and your family. All aspects of our business are aligned to help us better understand your unique goals. We are dedicated to providing you with the highest level of service possible. Please don't hesitate to call with any questions you may have regarding our services here at Edward Jones.

Focus areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Cooking
  • Fine Dining
  • Golfing

Office Information

Office Hours

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

Branch Team

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