I believe financial strategies are about more than numbers—they’re about people, dreams, and legacies. Early in my career as an accountant, I realized that behind every financial statement is a story and a vision for tomorrow. That insight still drives my work today as a financial professional serving families and businesses through holistic planning. I bring my authentic self to every conversation—listening first, simplifying complex choices into clear strategies, and standing by clients as a long-term partner.
With a background in Accounting from Seattle University, I began as a financial analyst and tax specialist before expanding into international market development, property management, real estate, and restaurant ownership. These experiences shaped my entrepreneurial mindset and gave me a broad perspective I bring to every client relationship. Guided by my mission of “no family left behind,” I’ve worked with clients across the spectrum—from young savers learning the Rule of 72, the X-Curve, and Dollar Cost Averaging, to intermediate investors navigating tax now, tax later, and tax-advantaged strategies, to ultra-high-net-worth families focused on advanced strategies and estate preservation. I especially enjoy partnering with small business owners to help grow and preserve their wealth. Wherever clients are on their journey, I aim to move them forward with clarity and confidence—and the most rewarding moments come when they seek my perspective on life decisions beyond finances, reflecting the trust we’ve built.
Born and raised in Vietnam and rooted in Seattle since 1984, I’m blessed with three daughters—Bri, Ella, and Alina—and live by my “4 F’s”: Faith, which keeps me grounded; Food, which reminds me to celebrate life’s moments; Family, my greatest gift and joy; and Friends, who keep my contagious laughter alive. Outside of work, I love traveling wherever my family is with me, sharing meals, and giving back to my community. For me, true success is measured by my ability to give back.
I hold Life, Health & Disability, Series 6, 63, and 65 licenses. Looking ahead, my goal is to expand access to advanced financial strategies so more families and entrepreneurs can build legacies that last for generations. My commitment is simple: to meet clients where they are and walk alongside them through every stage of life. My promise is this—if you bring me your 99%, I’ll always give 101%