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Over the last 10 years in the financial services industry, Lan has earned trust of many advisors in building their practices throughout many banks and independent broker dealers. She joined CUNA Mutual Group in 2018 and is dedicated to bring value and great service to her advisors. She has a bachelor’s degree in human biology from Temple University in Philadelphia.
Lan and her husband, Wes, reside in Florence, SC with their young daughter, Hope, and two mutts, Sumo & Smokey. They love to cook so it is test kitchen every weekend while trying to keep up with being new parents.
Her philosophy is to treat her advisors and clients as if they were family and do what’s best for them. She stays informed of industry changes and knowledge and strives to be a true business partner to her advisors.