Focus: Investment Strategies, Business Owners, Insurance Strategies, Special Care
Languages: English, Chinese – Mandarin
I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.
I have been working in financial industry for more than 15 years. Most of my clients are professionals such as doctors, engineers, and business owners. My services are majorly focusing on investments, retirement planning, education funding, tax planning strategies, and insurance. I hope that I can be one of your financial resources for your current and future financial needs based on my experience and knowledge.
Blue Chip Council: A MassMutual honor awarded annually to those Financial Services Representatives who have excelled at attracting, developing, and retaining clients by helping them meet their financial security needs.
Leaders Conference Qualifier: A MassMutual honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
Million Dollar Round Table (MDRT) Member since 2013.
Registered Representative of and offers securities through MSI Financial Services Inc.
Check the background of this investment professional on FINRA’s BrokerCheck
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118