My career with Edward Jones as a financial advisor began in 2007. Since joining the firm, I have volunteered for multiple regional roles, including performance leader, recruiting leader, level leader, women's inclusion leader, field trainer and solution systems coach. I have been a limited partner with the firm since 2014. I have been named to the 2023 Forbes America's Best-in-State Top Women Wealth Advisors. To better serve my clients, I have earned the AAMS™ professional designation.

I graduated from The University of California, Berkeley - Haas School of Business with a bachelor’s degree in business administration focusing on finance and accounting.

I was very involved with my parents' finances from a young age. I love helping my parents to take care of their finances because I could see how it affected their lives. This helped pave my passion to become a financial advisor.

We strive to create a confident, knowledgeable, comfortable and caring atmosphere for you. We use an established process that is consistent, understandable and thorough in helping you clearly define and achieve your financial goals through all stages of your life. To provide a comprehensive service, we collaborate with your CPA, attorney and other trusted professionals.

My family consists of my husband, Jack, and my daughter, Kellie. Kellie loves playing the piano and has won multiple competitions. We enjoy riding bikes and traveling around the world. Our favorite travel destination is St. Moritz, Switzerland. We moved from San Francisco to Las Vegas in 2006. I'm fluent in speaking and writing Chinese (Cantonese and Mandarin).

My branch office administrator, Jennifer Sheffield, has been in the banking and investment industry since 2002. She moved from Sun Valley, Idaho, to Las Vegas in 2006. She is married to her husband, Curt, and has three children.

My registered branch associate, Emmy Zhang, started with the firm in 2023. She moved to Las Vegas in 2020 from San Francisco. She has many years of operation management experience working for a major technology firm.

2023 Forbes America's Top Women Wealth Advisors Best-in-State, published February 2023, research provided by SHOOK® Research, LLC., data as of September 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Real Estate
  • Health & Nutrition
  • Music

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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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