Thuy started her career as an engineer, rose to senior management level for several Fortune 100 companies, and became a founder of her own firm. That entrepreneur and financial independent spirit has led her to become a Financial Professional since 2011.

Thuy notices her email address, is one of the shortest in the firm but there is no shortage when it comes to her knowledge, experiences and character traits. She attentively listens to her clients’ needs and works to proactively apply great strategies and sound judgement to help save, protect, and grow their wealth. Overtime she invokes confidence and trust with her client base.

Thuy has a Bachelor in Computer Science and an MBA. She’s a holder of Life, Accident & Health Insurance Agent License as well as FINRA Series 6 and Series 7 General Securities Representative licenses.

She is actively involved in the community – served as Chairwoman of the Vietnamese American Professionals Association and held various official positions with the Vietnamese Community of Tampa Bay and others. She is married with grown children. In her spare time, she enjoys reading, jogging, and meditation.

Professional and Business Solutions

Preparing for that next step in life isn’t always easy. My combination of experience, knowledge, integrity and access to a wide variety of financial tools and strategies can help you meet your financial goals. Whether your goals include preparing for milestone life events or needs like:

  • College funding
  • 401k, Retirement products, services and income
  • Traditional investments and investment alternatives with lower risks
  • Life/Disability/LTC insurance protection

You can expect an utmost level of attention, insight and capability. I am also supported by a team of professionals with many years of experiences in areas of:

  • Estate planning
  • Tax advising
  • Business Solutions: Business continuation planning, executive fringe benefits and employee benefits program.

Whether you have a financial need for individuals or businesses, we begin by carefully listen to gain a thorough understanding of your goals. We then create a comprehensive analysis of your situation then come up with real solutions to meet your needs. Our services do not end here; we continue to work with you to ensure you’re on the right path for years to come. Contact me to discuss your financial goals.