Empowering Your Financial Journey

Imagine navigating your financial world with clarity, confidence, and a clear sense of purpose. At the heart of my work is a belief: when people are equipped with sound knowledge and practical tools, they make decisions that create the future they aspire to and strengthen the communities they cherish.


Whether you are an individual, a family, or a mission-driven organization, my approach centers on partnership. I help first-generation wealth builders, values-focused professionals, and social impact leaders achieve financial clarity and long-term stability, advancing both personal goals and broader dreams of equity.


Your future doesn't need to be figured out all at once. Reach out to ask a question, learn a new insight, or start a conversation. Every financial journey unfolds step by step, together, let's move towards clarity and confidence.

My Story: A Journey Shaped by Equity

I grew up in a working-class family in China. My grandparents worked in factories; my parents were the first to attend college. Through their education and understanding of finance and economics, my family transformed their circumstances, opening a pathway for me to study in the United States. Those experiences fundamentally shaped my belief in the power of financial knowledge. I have seen, firsthand, how education and thoughtful planning can set new directions for families and their futures.


Before becoming a financial advisor, I spent nearly a decade in nonprofit and education research, leading programs and conducting research dedicated to equity and student success. These roles taught me how systems shape access to opportunity, and how strategic investments (both in education and finances) can create lasting positive impact.


Today, I partner with Thrivent, a Fortune 500 non-for-profit financial services organization, to guide individuals, families, and values-driven teams towards informed, confident, and purpose-filled financial choices. My approach begins with empathy: I listen to you first and then offer clear, practical guidance. Together, we create strategies that align your resources with your values, so you plan your future with clarity and peace of mind.

Education

  • MBA, Baumhart Scholar, Loyola University of Chicago
  • M.A., Social Work, University of Chicago
  • B.A., Anthropology, Wheaton College, IL

Professional Qualifications

  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance License