The opportunity to join the banking and insurance industry more than 19 years ago gave me a fulfilling and lifechanging career.

Building strong relationships and trust is key to longevity is this financial advisory business and I am thankful for the trust from my clients. I found great purpose in journeying with my clients through different life stages, helping them achieve their financial goals and mitigate potential risks through comprehensive financial planning and estate planning.

I have been in a leadership role for more than a decade, currently leading a team of purpose-driven Financial Consultants with the same aspiration to help clients build and preserve their wealth. One of my greatest achievements is to groom many financial consultants to become Million Dollar Round Table, Court of Table, and Top of Table achievers.

My vision and mission is to reach out to affluent and High Net Worth Individuals to grow their wealth and to build a lasting legacy that they will be proud of.