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 enjoys helping people 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 data analytics and management. She has long been drawn to the industry, following economics and politics while working abroad with media campaigns, and also with the Department of Defense while in the Middle East. She enjoys time with her family and exploring new places both locally and afar.