Originally from Taiwan, Lily was inspired to build a career in wealth management after growing up with a single mother who skillfully managed the family's finances and taught her children the importance of managing their own resources wisely. She learned early on that the accumulation of wealth is less important than using it to support and to provide for one’s family and community.  

Now with more than 31 years of experience in financial planning, investment, and accounting, Lily applies her diverse skillset to building highly personalized, long-term client relationships. She strives to help clients with every aspect of their financial lives, with an eye on tax efficiency, retirement, estate planning, and generational wealth. She has extensive experience working with medical professionals, business owners, and high-net-worth clients.  

Prior to joining Wealth Enhancement Group, Lily held various senior positions at Pillar Pacific Capital Management, PacWest Financial Management, Bank One, Bright Bank, Blue Cross, and Adobe Oil & Gas Inc. She also served as adjunct faculty in the areas of Accounting and Finance at the University of Mary Hardin-Baylor.  

An active community supporter, Lily has taken on various leadership roles that enable her to share her financial planning and organizational skills with various non-profit and community organizations. In her spare time, she enjoys singing, hiking, gardening, and traveling with her husband Bernard and two adult children.