I began my career as a research scientist, but found my true calling in the financial world as I watched my mom struggle with her own retirement plans. I felt deep gratification in helping her make sense of her financial picture. I realized that there were many people who were in the same situation, whose goal was to achieve the financial independence to live fulfilling and joyful lives in their later years, and that I could help provide the tools to build that reality.
I was born in Thailand, but grew up in Denver’s Washington Park neighborhood and I consider myself an almost Colorado native. After receiving my Bachelor of Science degree from University of Colorado in Boulder, I went on to Einstein College of Medicine in New York where I earned a Masters Degree in Immunology. Before joining LPL Financial in 2014, I spent three years at Ameriprise Financial as an Associate Advisor. I hold a Series 7 through LPL Financial and a Series 66 as an investment advisor representative through Western Wealth Management LLC, and am registered in Colorado, California, Nevada and Wyoming.
As the mother of three daughters, two in college and one in high school, my husband and I know the challenges of saving for higher education, caring for older parents, all the while investing for our own retirement. We have lived in Broomfield for over 20 years, enjoy skiing, hiking with our dog Honey, trying to grow things in the garden, watching Colorado sports and taking care of my mom, who now lives with us.