Mindy has over 43 years of experience in investment, financial and wealth management. She began her banking career with Toronto Dominion Bank and Citibank in Taipei, Taiwan. From there she went on to working in accounting and financial analysis with Union Oil Company of California and Adobe Oil & Gas Company. Additionally, she was Managing Director for Barclays International Private Banking, and Vice President of Asian Market Development for First Interstate Bank’s Trust and Investment Management Group. Before becoming president in 2007 at Pillar Pacific, she was the President, co-founder and Portfolio Manager for PacWest Financial Management, Inc. for 10 years.

As an active community supporter, Mindy served as a trustee for San Marino School Foundation, a board member for Financial Planning Association of Los Angeles, and Treasurer for First Evangelical Church Association. Currently she is an Elder for First Evangelical Church of San Gabriel and a member of President Circle for Chinese Evangelical Seminary North America (CESNA).

• Forbes Top Women Wealth Advisors Best-In-State (2024)*