Meet Our Expert Counselors
Our experienced financial counselors are here to guide you on your journey to financial success
Maggie Li
Founder, CEO & President
Dr. Maggie Li is a seasoned family financial planner who achieved early retirement and financial freedom from the ground up. She successfully funded her own four children's education at elite universities including Princeton, Duke, and Rice. She specializes in customized solutions for debt management, tax strategies, college funding, retirement planning, and estate preservation. 李博士是一位经验丰富的家庭理财规划师，从零开始实现了财务自由与提前退休。她成功资助四个孩子进入普林斯顿、杜克和莱斯等顶尖大学。她专注于为家庭量身定制债务管理、节税策略、教育资金、退休规划及资产传承方案。
Mary Jiang
National Vice President (NVP)
Mary Jiang is a senior director at a U.S. IT consultancy and a registered financial consultant. She specializes in personalized financial planning, family wealth & legacy, retirement optimization, and wealth strategies. Fluent in English and Mandarin, she provides culturally informed, client-first advice for immigrants, professionals, and business owners.
Ashley Wong
National Vice President (NVP)
Ashley Wong is a seasoned financial consultant and planner specializing in US tax education, wealth management, and US–China cross-border asset allocation. With expertise in US systems, she holds a BA in Marketing and Management from Northwood University, an MBA from University of California, and serves families across Texas, California, and Florida.
Fiona Lin
Senior Managing Director (SMD)
Fiona是国际咨询背景的企业家教练与价值投资人，曾任全球顶尖咨询公司合伙人，辅导华为、三星等行业巨头。她融合欧美管理方法与中国实战，为中小企业打造可复制增长模型，帮助创始人实现3-5年退居二线，打造流程化、体系化组织。
Julie Yuan
Qualified Managing Director (QMD)
双语金融专业人士，曾任中国石油公司管理职位，专注于金融理财与保险服务。擅长为个人及家庭量身定制财务规划方案，深刻理解中美市场与文化，致力于帮助客户实现财富保障与稳健增长，建立长期信任关系。
Zach Tian
CTO
Expert web development services, AI-driven coaching solutions, and strategic financial planning support.