Curiosity
I am naturally drawn to understanding how things work, from financial systems to software architecture. Curiosity is the thread that connects my studies, research, and product work.
About
Who I am and where I am heading
I am a financial planning student, fintech builder, and researcher focused on making financial decisions more human and more effective. I care about fiduciary responsibility, practical execution, and tools that help people move from uncertainty to clarity.
My background
A story shaped by place, learning, and values
I grew up in the mountains outside Taipei, Taiwan. Life there felt close to nature, family, and long-term thinking, and that grounded perspective still shapes how I make decisions today.
I attended 赤皮仔, Taiwan's first self-directed learning community. That environment taught me to learn through curiosity, ask better questions, and take ownership of my growth instead of waiting for a preset path.
In 2022, I moved to the United States and started on a Computer Science path. During a counseling assignment about my relationship with money, I discovered financial planning in a way that felt unexpectedly personal and meaningful.
That moment changed my direction. I transitioned toward finance and felt deeply aligned with the fiduciary model, where putting the client's interests first is not a slogan but a professional standard.
What drives me
Human-centered problem solving
I start with people, not features. Whether I am improving a client workflow or shaping a product, I ask what reduces confusion and increases confidence for the person using it.
Financial literacy
I saw how uneven financial education access can be in Taiwan. That experience still drives me to make financial knowledge practical, approachable, and easier to act on.
Technology for better outcomes
I use technology as a tool, not a destination. The goal is always better decisions and better long-term outcomes for real people.
How I think and work
Analytical
At the UVU FinTech Center, I work with research frameworks, measurement instruments, and structured evaluation. I am comfortable turning broad questions into testable models.
Reflective
I process decisions by writing. In coursework and internship projects, writing helps me surface assumptions, evaluate tradeoffs, and improve decision quality.
Relationship-oriented
At Amicus, trust and communication mattered as much as technical detail. I work best when I understand context and can align with the people involved.
Builder mindset
I move from observation to action. Piklo and my process work at Amicus both came from seeing friction points and building practical solutions.
Beyond work
Outside of work, I play pickleball at a 3.5 level and have completed my first tournament. I also studied piano for seven years and continue to write as a way to reflect and think clearly.
Family is central in my life. I have two sisters, and weekly calls to Taiwan keep me connected to home. I am bilingual in Mandarin and English, and my perspective is shaped by two educational systems and two countries.