As a Financial Advisor, I help manage assets for high-net-worth individuals, families, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance with the highest level of professional service in building and preserving wealth for my clients. By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals.

I have worked as a Financial Advisor since 1992. Before joining Wells Fargo Advisors as Managing Director - Investments in 2022, I was Senior Vice President - Investments at Merrill Lynch for 15 years. With an emphasis on continuing education, I have earned the CERTIFIED RETIREMENT PLANNING COUNSELOR™ practitioner designation from the College for Financial Planning. In 2019, through the Investments and Wealth Institute, I received the CERTIFIED PRIVATE WEALTH ADVISOR™ designation. For this designation, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

I was born in Vietnam, grew up in Falls Church, VA, and went to college in Ithaca, NY. I earned a Bachelor of Arts degree in Economics from Cornell University.  I enjoy endurance sports and staying active. I have completed three marathons and several mini triathlons while raising funds for charitable causes. I currently reside in Sherman Oaks, CA and cherish my time with family and raising our twin daughters.

CA Insurance License Number: 0B30835. Resident State CA