I am a Financial Services Consultant, specializing in providing solutions to companies on how to manage their employee benefits with effective solutions.

I am a certified Chartered Financial Consultant (ChFC/S) and also a Certified Financial Planner (CFP) with the knowledge to discuss with business owners, to better understand, how to protect the owners and their employees with effective business insurance.

For the individual, I have the capability of constructing financial reports to analyze their financial needs, especially in wealth protection, wealth accumulation, wealth preservation and wealth legacies.

For a company, its greatest asset will be its employees. With an employee benefit plan, their employees will be covered and bring peace of mind to their families.

In my opinion, every company has its own uniqueness and different approaches to provide benefits to their employees.

I believe with my professional advise, I can provide the best recommendation to satisfy the diverse protection needs of your employees, at the same time helping company to manage costs.

Let's connect today!