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Experience

I help high-net-worth individuals and families develop financial planning strategies to meet their short- and long-term goals. With expertise in holistic wealth management and investment services, I help clients with everything from portfolio construction and strategic planning to tax optimization and estate planning strategies.

I enjoy the firm’s culture and the business model — which is very different from others within the industry. I’ve developed great relationships with clients and colleagues. In fact, they all joke about my phone voice. Apparently, I’m quite animated when talking to clients — it’s a side effect of being passionate about my job.

I belong to the Greater Lansing Estate Planning Council and the Capital Region Community Foundation board of trustees. I have a B.S. in business administration from Central Michigan University.

Most of my free time is spent with my wife, Yan, and our family and friends. We enjoy being active and trying new coffee and new foods.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.   
My wife is originally from China, and we’ve gone back to visit family twice. After we were married, we even had the opportunity to have a Chinese wedding reception the first time we went back.

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