As an Edward Jones financial advisor, I invest my time in understanding what's important to my clients and translating that into to concrete financial goals which help guide how I develop a financial strategy.

I devote myself wholeheartedly to help clients achieve their financial goals and aspirations with three C's: compassion, capability and commitment.

Compassion - I care deeply for my clients. I spend significant time working to understand what's important to them. I coach clients on investment principals and financial management skills to navigate the volatile stock market over their lifetime.

Capability - I use an established process and tools to build personalized investment strategies for my clients. In order to achieve high probability of investment success, I conduct thorough research from multiple investment research institutions in addition to Edward Jones. I enjoy seeing the outcome of the investment selections in my clients' lives and contributing toward their financial goals.

Commitment - I treat my relationship with my clients as a team, partnering together to keep them on track for their financial goals. I encourage them to have long-term prospective by focusing on their goals and not getting distracted by short-term fluctuations in the stock market or negative news with facts and statistics.

I am married and have a beautiful 18-year-old daughter. I enjoy physical exercise, reading books, practicing mindful living and helping others.

I earned a Ph.D. in electrical and computer engineering and a master's degree in mechanical engineering from Purdue University. I also earned both master's and bachelor's degrees in physics in China.

My branch office administrator, Kasey Powderly, is dedicated to providing our clients with outstanding service.

Office Information

Office Address

6331 Haven Avenue Suite 8 Alta Loma, CA 91737

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat 09:00AM - 01:00PM
Sun Closed

Branch Team

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