Chi helps empower clients through both compassionate communication and a solutions-oriented approach. She works with the team in analyzing investment portfolios, financial plans, and managing client accounts. She is adept at analysis and believes in viewing problems as opportunities. “As a woman on the team, I offer a different perspective of the financial landscape and long-term goals,” she says. She strives to create a nuanced understanding of a client’s situation and objectives.
She joined Crossroads Financial Services in 2019, pivoting from a career in human capital management, and data analysis. She had long been drawn to the industry, following events such as the World Cup Trading Championships. She studied communications at the University of Washington and has worked abroad in Europe, and the Middle East.
She enjoys time with her family, outdoor travel excursions, and volunteer work in the community.
