Ready to take it to the next level?
Embracing a good challenge has been a lifelong endeavor for me and I aim to bring that engagement with the joy of learning to all of my client relationships. Dropping myself in central China to learn Mandarin, trekking to Tibet and Uighur country, hitching around Cyprus and backpacking to the interior mountains of Brazil are among many challenges I brought to myself and financially found my way to do while in my twenties. I strive to bring that financial confidence to my client service experience so that my clients know that whatever their goal, with proper planning and strategy, they can achieve it.
Shilin Stone Forest China, 270 million years old - photo taken circa 1992
I help my clients take the guess work out of preparing for their financial future and to see the big picture through personal contact and collaborative planning. Honing my client relationships and communications skills at companies in the U.S. and Asia markets has propelled me toward my goal of helping my clients to feel financially empowered. I am a volunteer Chapter Coordinator and Board Member for ASPEN, a non-profit organization that provides information and advocacy to individuals and families who lives are touched by Autism Spectrum Disorders- Asperger's Syndrome and Non-Verbal Learning Disability.
I am a graduate of Johns Hopkins University and taught English in China as a Princeton-in-Asia Fellow. I hold the Series 7 and 66 Licenses. I am licensed as an agent for life, health, accident and long-term-care insurance. I am registered in the following states: CA, MA, MD, ME, NJ, NY, PA and VA, as well as DC. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.