After working as a Licensed Clinical Social Worker for 14 years, I decided to start my career in the financial services industry in 2023. I’ve learned that good financial guidance starts the same way as good therapy—by listening. I take time to understand client goals, meet them where they are, and create strategies that fit their life and values.
I hold a life, health, and accident insurance license and Series 6 and 63 securities licenses. These licenses allow me to help clients with a wider range of financial strategies, including insurance and investment needs.
I earned my Master’s degree in Social Work from San Diego State University, and my passion for financial services grew from my years supporting older adults, where I saw how a lack of financial preparation could impact every part of life. Now, I focus on helping individuals, families, and especially women, build confidence, independence, and long‑term security—so they can enjoy today while feeling ready for tomorrow.
I was born in Vietnam and raised in San Diego! I love spending time with my partner, family, and friends. Whether I’m traveling, chasing after my niece and nephew, or caring for my ever‑growing plant collection, I believe life is most meaningful when you make someone else’s journey a little easier. That’s the mindset I bring to every client relationship.