Perfil

joined Baird’s Birmingham office in 2001, and have more than 18 years of experience in the investment industry.
I specialize in estate planning services, asset protection, tax reduction strategies, wealth transfer planning, money management program development, and qualified plan evaluation and implementation.
My practice is based on trust, integrity and foresight.
I studied finance at the University of Colorado.
I am an active member of the Association of Chinese Americans, a non-profit group dedicated to the support of Asian culture in the U.S.
through scholarship funding, inner city projects and elderly care.
I also serve as chairman of the Association of Chinese Americans Business Network.
My wife, Kelly, and I live in Chesterfield Township.
We have a 19-year-old son, Christopher.

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Gestor de Cartera-Acciones 01/01/2007
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