As a Senior Financial Advisor, Winnie partners with her clients to help them achieve the life they envision. Winnie advises on growing and protecting wealth, executive compensation plans, college funding, tax planning, insurance planning, charitable giving, and estate planning. She oversees all these aspects of a client’s financial planning journey by collaborating with tax advisors, estate attorneys, and insurance specialists so that her clients can focus on the things that they enjoy doing most.
Winnie brings over a decade of wealth management experience to Summitry. Since 2004, Winnie has worked with High Net Worth & Ultra High Net Worth clients including corporate executives, business owners, doctors, and lawyers. Prior to joining Summitry in 2020, she was a Vice President, Wealth Advisor at Brouwer & Janachowski. She was also a founding member of a successful boutique wealth management firm in Sydney before moving to the Bay Area. Before that venture, Winnie was a Senior Advisor, led a national Paraplanning team, and served on the Trustee Investment Committee at Perpetual, one of Australia’s leading diversified financial services companies. She started her career at Mercer Consulting.
Winnie graduated in 2004 from Macquarie University with a degree in Economics. She is also a Chartered Financial Analyst charter holder and a Certified Financial Planner.
Winnie lives in Sausalito, CA with her husband and young daughter. She enjoys travel, trying new restaurants and exploring the beautiful nature in the Bay Area.