Di brings nearly two decades of experience in financial services and a deep commitment to helping clients navigate life's financial complexities with confidence. As an Associate Wealth Planner, she supports the practice’s planning and investment management efforts, helping clients make informed decisions and stay aligned with their long-term goals.
Di's journey into financial services began unexpectedly after a move to Colorado, where a chance connection through a local intramural sports league led to her first role in the industry. What started as an opportunity quickly grew into a lasting dedication for helping people simplify their financial lives. Known for her strong follow-through, Di helps clients feel informed throughout the planning process and supported through life's important milestones and challenges.
Beyond the Office
Born in Guangdong Province, China, and raised near the South China Sea, Di immigrated to the United States at a young age and has called the Pacific Northwest home for much of her life. She now lives in Everett with her husband, David, and their two daughters.
Outside the office, Di enjoys practicing yoga and taking walks with her family. She volunteers at her younger daughter's elementary school and enjoys supporting her daughters' activities, from field trips and track meets to marching band events. Di and her family enjoy practicing Mandarin Chinese together, an activity that often results in equal parts learning and laughter.
Education
- University of Puget Sound BA Business and Public Administration
Professional Designations and Registrations
- Series 65