As the leader of my agency, I am specialized in risk management and financial planning. With 29 years of experience, I personalized financial plan based on my clients' needs.
The core value of my team is to build a business by servicing the clients with honesty, sincerity and professionalism. I aspired to educate clients with proper financial tips and help them to achieve peace of mind.
I promote the concept of insurance and financial planning as a holistic planning in life. WILL and Trust Planning are the fundamentals for clients to achieve their financial planning goals.