Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas

  • Insurance Strategies
  • Business Owners
  • College Funding Strategies
  • Retirement Income Planning
  • Estate Planning
  • Special Needs (ChSNC Required)
  • Group Benefits

Languages

  • English
  • Chinese-Cantonese
  • Chinese-Mandarin

CRN202207-267436

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