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 Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.