My philosophy is to reach as many people as possible, helping them grow smarter and more savvy with their finances -- all with an eternal mindset.

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Truthfully, my path here wasn’t entirely by choice. I believe it was divine intervention. God guided me down this road, and without that push, I might have never taken the leap.

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For the first 25 years of my career, I focused on pioneering some of the world’s most innovative technologies at the time. This is where I was trained. I worked on projects like virtual classrooms, online meetings, webinars, podcasting (back in 1997!), streaming videos, wearable smart name badges, private online communities for corporate co-creation, mobile ad targeting, and even autonomous vehicles. It was exhilarating, rewarding work.

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Then, in 2019, I reached the halftime of my career -- a moment for deep reflection. I discovered a desire to transition from success to significance. This realization was yet another instance of divine guidance, leading me through the open doors into financial advising, a journey that started with one step and led to many others.

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Slowly learning to trust and be obedient, I turned any hesitance into a genuine hunger for knowledge. I became a sponge, eagerly learning everything about financial advising and financial planning. Along the way, I obtained the Series 7, Series 66, and Life and Health Insurance licenses, the Arizona real estate license, and earned various industry credentials, including CFP® (CERTIFIED FINANCIAL PLANNER®), CKA® (Certified Kingdom Advisor®), ChFC® (Chartered Financial Consultant®), and CRPC® (Chartered Retirement Planning Counselor™). I also became an independent, fee-only advisor.

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I’ve made my share of financial mistakes, and I don’t want others to have to learn the hard way. I worked with a financial advisor from my 20s who, looking back, wasn’t serving my best interests, but I didn’t know that at the time.

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Now, my mission is to be the advisor I wish I’d had. I'm called to serve as a Biblically centered, Kingdom-focused advisor. I'm committed to caring for my clients as I guide them toward financial freedom through eternal stewardship, helping them send treasures forward where they truly matter.

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I love my clients. I love my work. 

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In addition, I'm an adjunct faculty member at Grand Canyon University in Phoenix, where I teach retirement planning and personal finance to the next generation. I'm also an Assignment Ready Counselor, an on-call Personal Financial Counselor for the US Military, where I help US service personnel with financial advice and counseling through their various military life transitions.

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Originally from Hong Kong, I immigrated to the U.S. as a child and grew up in Framingham, a suburb of Boston. I’m a devoted Celtics, Red Sox, Patriots, and Bruins fan, a love I’ve passed down to my kids. I earned a B.S. in Math and Computer Science, along with Cognitive Science and Psychology, from Carnegie Mellon University and an MBA from the University of Arizona’s Eller School of Business.

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I’ve been married to the love of my life for 25 years, and together, we have three incredible children. I’m fluent in Mandarin Chinese and an active member of Cornerstone Church in Chandler.

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Using the button below, schedule a time on my calendar to get acquainted. If you’re not quite ready, you can visit my blog, "Why Didn’t Anyone Tell Me About This Before??" where I share some of my a-ha moments and learnings from this journey.

 

I'm looking forward to connecting with you!

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Yours Truly,