As a financial professional with nearly 20 years of experience, I’m passionate about building lasting relationships and helping clients pursue their financial goals. Over the past eight years with Prudential and my prior career in banking, I’ve had the privilege of guiding individuals and families through important financial decisions, offering personalized solutions that align with their goals and values.
What drives me every day is the opportunity to make a meaningful impact—whether it’s helping someone plan for retirement, navigate life’s transitions, or seeking to secure a brighter future for their loved ones. My approach is built on trust, collaboration, and a commitment to delivering results.
Originally from Taiwan, I’ve spent my adult life in Phoenix, AZ, where I’ve built a life filled with family, culture, and community. As a mother and stepmother to a large blended family, I understand the importance of balancing competing priorities and planning for the unexpected. Since 2023, having a toddler has added even more joy (and excitement!) to my life, giving me fresh insight into planning for the future with family in mind.
When I’m not working with clients, you’ll often find me spending time with my family or listening to audiobooks during my daily routine. When my husband and I can sneak in some time together, we love discovering new dining experiences.
Helping my clients pursue financial stability while building a successful financial services practice that provides for my own family is my greatest motivation. I look forward to partnering with you to navigate your financial journey with confidence and care.