As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2006. I help clients succeed by employing comprehensive wealth management strategies. I take the time to understand my clients' unique needs, and direct teams of wealth specialists- often working closely with other client advisors, such as attorneys and accountants, to provide services that help clients work toward their goals.
I live in Lake Oswego, and serve clients in Lake Oswego, Portland and West Linn. I am fluent in Mandarin Chinese. I enjoy spending time with wife, Ping, and our two children, Emma and Sebastian. I serve on the Lake Oswego Schools Foundation Board of Directors. I also like studying foreign languages and traveling.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.