131 E Main St
Medford, OR 97501
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It is my pleasure to serve the financial needs of people in the Southern Oregon area. I started in the financial industry in 1983 and became a Wealth Management Banker in 2002. I hold a Master of Business Administration degree in management from Florida Atlantic University, a Master of Science degree in educational communications from the State University of New York, and in addition, I hold a Bachelor of Arts degree in journalism from National Chengchi University in Taipei, Taiwan. I am fluent in English and Mandarin Chinese. NMLS #520469.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I am a board member of St. Mary's School and a board member of the Southern Oregon Chinese Cultural Association, and I am also a member of the Medford Rogue Rotary Club. In my free time, I enjoy traveling and spending time with my family.
Area of Focus
Premium Banking Services
Home Equity Line of Credit
Secured and Unsecured Lines of Credit and Loans
Savings and Cash Management
Commercial Real Estate Loans
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.