Insurance Strategies, Retirement Income Planning, Risk Management Strategies, Financial Education, Business Owners, Group Benefits
English, Vietnamese
Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
American University B.S. Finance
University Of Maryland College Park M.S. Finance
Wrestling
Fishing
Hiking
Coaching Wrestling (St. Joe, Baltimore)