Associate Financial Advisor
Tuan joined the team as an Associate Financial Advisor in May of 2022, bringing extensive client service experience in investment management and financial planning from his previous role at another financial firm. Tuan is currently finishing his Bachelor of Business Administration in Economics, with a minor in Political Science from the University of Alaska, Anchorage. His personal motto is “What do you want to do and how can I help?” and he looks forward to applying that passion to learning and growing with the team and helping clients with their financial goals.
When not focused on finance you can find Tuan serving the community; he was the UAA Student Body President and the Secretary-General of the Model United Nations of Alaska program. He is a dedicated volunteer and community advocate and has presented at several conferences across the country and around the world. Whenever he has time, you can find him biking on single tracks, growing his love for skiing, or pursuing his next source of adrenaline.