As a person, I strive to be kind, honest, and respectful toeveryone I meet. I believe I have a good sense of humor, which I hope comesthrough on my website and in our conversations. When you partner with me toplan for your retirement, you can count on your voice being heard andunderstood.

I earned my B.S. inEngineering Management from Missouri University of Science and Technology,graduating Magna Cum Laude in 2012. I completed the education program at theUniversity of Georgia's Terry College of Business and currently hold theCertified Financial Planner™ designation.

Prior to launching CoPlanning Group, I worked as a Portfolio Consultant for TD Ameritrade InvestmentManagement (TDAIM), where I advised on over $110M for over 200 householdsnationwide. At TDAIM, I also assisted Cantonese and Mandarin-speaking clientsin their financial planning and investment management needs.

I see myself as acommunity builder and started a Young Chinese Professionals Group in 2018 andorganized monthly social gathers because I realized I need to take it uponmyself to find and build a community of my own.

I pride myself onbeing very involved in raising my 3-year-old son, Logan, with my wife of 10years, Lan, who is from Fujian, China. Together, we love taking our son onplaydates, to the Magic House, and all the kid-friendly activities that St.Louis has to offer.

I offer a freeconsultation to help you see how I can improve your family's financial future.I promise there will be no aggressive sales pitch or annoying follow-up callsbecause I just can't bring myself to do it.