Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Estate Planning, Retirement Strategies, College Funding Strategies
Languages: English, Chinese – Cantonese, Chinese – Mandarin
My work takes me many places and allows me to meet people from all walks of life. The relationships that I’ve built and strong interpersonal skills that I’ve developed have greatly influenced my career in this industry. With over fifteen years of experience as a Financial Services Representative, I’ve received company and industry sales awards for my service. I’ve qualified for the Leaders Conference 9 times (2009-2016, 2018), Presidents Conference twice (2007-2008), and 2018 Qualifying and Life member of MDRT.
My desire to connect with people is also apparent in my life outside of financial services. I am the director of American Food Alliance, a nonprofit that connects small business owners to suppliers, and before MassMutual, I had been the founder of a Chinese restaurant food supplier company. Thus, I’ve worked with a lot of small business owners and understand their concerns. Currently, I am serving a second term as president of a non-profit Daoist organization that celebrates traditional Chinese culture and promotes communication and harmony within the community.
Contact me to discuss your financial future at MassMutual Greater Hudson. I am readily available, with offices at Chinatown and Flushing.
2 Mott Street 9th Floor
New York, NY 10013