Office Numbers: 703-205-0337, 301-670-9865 or 301-404-5639

 

As an experienced financial professional and a veteran in the Greater Washington community, I am dedicated in helping individuals and businesses build their financial futures. I have over 23 years of experience in the insurance and financial services industries. From my years of experience, I have developed a customer-centric approach to my clients. Rather than recommending a random assortment of financial products, I help my clients set investment objectives that are tailored to their specific financial goals. I work with each client individually to help create a strategy before recommending appropriate products and services. Ultimately, I aim to help my clients reach their financial goal.
In addition to financial products, I also offer variable and traditional life insurance and annuity products from a variety of other companies through AXA Network LLC, an insurance-brokerage affiliate. I am an investment advisor representative of AXA Advisors, LLC and an insurance agent of AXA Network, LLC (NY, NY 10104). I am also a member of the National Association of Insurance and Financial Advisor (NAIFA). To stay on top of my field and further develop my professional knowledge, I have regularly attended industry trainings and certification programs. My training and certifications include:

- FINRA Securities Registrations: Series 6, Series 7 and Series 65
- The Life Underwriter Training Council Fellow LUTCF*

During my 19-years of tenure at the AXA organization, I was awarded many times for my excellence in customer service and outstanding performances. My awards include:

- The Hall of Fame Medal for qualifying ten times in the National Leader Corps.
- Ten-time Member of Million Dollar Round Table (MDRT)
- Million Dollar Round Table (MDRT) Qualifying and Life Member, 2006
- Centurion Award, 2001
- Hallmark I Award, 2005

I received my BS in Chemistry from Beijing University, China. I value the importance of a strong community. My community services include:

- President ( 1998 to 2000), Beijing University Alumni Association
- Excellent Alumni Volunteer for outstanding service, Beijing University Alumni Association
- Vice President (1998 to 2000), Beijing Association
- Lifetime Advisor, Beijing Association

I am fluent in Mandarin, Cantonese, and English.

*LUTCF is a professional designation of The American College.