Alice serves as a Client Service Associate in the firm’s Potomac, MD office, functioning as a first point of contact for clients and helping to complete ongoing tasks for the advisor team.

Before joining the team, she worked for several years as a client service associate for The Colony Group and as a financial and business analyst for T and T Consulting Service, Inc.

Born and raised in China, Alice moved to the U.S. in early 2015 and currently lives in Reston, VA with her dog Moon, a 3-year-old Pembroke Welsh Corgi. Outside of the office, she enjoys reading, traveling, and spending time with friends.

Previous Experience

  • Client Service Associate at The Colony Group

Education & Credentials

  • MS, George Washington University, Financial Mathematics
  • BS, East China Jiao Tong University, Accounting
  • Series 65 license