“It is only the farmer who faithfully plants seed in the Spring,
who reaps a harvest in the Autumn.” B.C. Forbes

What made me want to become a financial advisor was one day realizing that my hard-working parents and millions of Americans are in danger of not having enough money to retire. I want to make sure I can help them and others realize all the goals they envisioned – such as a successful retirement, helping their grandkids pay for college and leaving a lasting legacy.

My team and I provide comprehensive financial guidance by taking time to understand what is most important to you. We use an established process, leveraging personalized strategies to achieve your goals and partner together throughout your life to help keep you on track.

I am a proud first generation American. My family left Viet Nam to start life anew in America, the land of dreams.

I graduated from Penn State University in December of 2001, with a B.S. degree in management science and information systems and a minor in statistical analysis. After graduation, I gained extensive experience in the areas of finance, accounting, taxation and customer service by working for Fortune 500 companies, CPA firms and owning a restaurant and other businesses.

My family and I enjoy spending time with friends and family, the outdoors and traveling. I love to read, learn, and do one or two new things each day.

My education history includes:
- Penn State University
- B.S Management Science and Information System
- Minor Statistical Analysis

I love the below quotes and I hope you enjoy them too:

“It is only the farmer who faithfully plants seed in the Spring,
who reaps a harvest in the Autumn.” B.C. Forbes

“A journey of a thousand miles begins with a single step.” Lao Tzu

I look forward to helping you achieve your financial goals. It all begins with a conversation - let's get started.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Volunteering
  • Walking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

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