Meet Our Team
Experienced professionals dedicated to your success across education, immigration, and wealth planning.
Leadership
Stella, M.Ed. (UPenn)
Education Consulting Lead
Stella is a seasoned expert in international education and elite family education planning. As a U.S.-based education specialist, she has deep expertise in understanding the differences between Chinese and American education systems, as well as the growth pathways of international students. Stella is committed to creating customized education and development plans for every family. Throughout her education consulting career, Stella has earned the trust of over 200 high-net-worth families globally, with clients across mainland China, the United States, Canada, Australia, and New Zealand.
Focus Areas
K-12 Admissions · University Placement · Education Strategy
Eric, MBA, CFA
Immigration & Wealth Planning Lead
Eric is a seasoned Wall Street veteran with deep financial expertise and global perspective. With a strong educational background (Bachelor's + Master's + MBA) combined with dual CPA and CFA credentials, Eric navigates complex cross-border financial planning with ease. A frequent traveler covering 100,000+ miles annually, Eric is not just a financial advisor but an interesting personality. With 10+ years of finance experience across China, the US, and Hong Kong, Eric specializes in designing comprehensive immigration and wealth planning strategies for high-net-worth families.
Focus Areas
Immigration Strategy · Wealth Management · Tax Optimization
Expert Team Members
Education Consulting Team
Nina Rodriguez
Harvard Essay Mentor
Specialty
Essay Coaching & Application Strategy
Former Harvard admissions consultant specializing in personal statement development and narrative crafting for Ivy League applications. Nina has guided 50+ students to acceptance at top universities.
Sara Bennett
Ivy League Admissions Officer Mentor
Specialty
Interview Preparation & Admissions Strategy
Brown University alumni and former admissions officer with deep expertise in selective college admissions processes and interview coaching. Sara brings insider knowledge of what top universities truly seek in applicants.
Academic Support Team
Academic Support Specialists (5 members)
Specialty
Academic Tutoring & Progress Monitoring
Experienced U.S.-based educators providing subject-specific tutoring, progress tracking, and academic mentorship for students in U.S. schools. Our team includes specialists in STEM, humanities, and standardized test preparation.
Immigration & Wealth Planning Team
Michael Thompson
Immigration Attorney
Specialty
Visa Processing & Legal Compliance
Licensed immigration attorney with 12+ years of experience in family-based immigration, investment visas, and green card processing. Michael specializes in complex multi-generational immigration strategies.
Sarah Johnson
Certified Financial Planner
Specialty
Investment Management & Tax Planning
CFA charterholder and tax specialist providing portfolio management, cross-border tax optimization, and wealth preservation strategies. Sarah works closely with international families to maximize returns while minimizing tax liability.
Compliance & Support Team
Compliance & Support Specialists (7 members)
Specialty
Documentation, Regulatory Compliance & Client Support
A dedicated team of 7 specialists handling FATCA, FBAR, and international tax compliance documentation. This support team ensures seamless coordination between immigration and tax requirements while providing responsive client service.
Why Our Team Stands Out
Multidisciplinary Expertise
Our team brings together specialists in education, immigration law, finance, and tax planning to provide integrated solutions.
Global Experience
Decades of combined experience serving international families across Asia, Europe, and North America.
Proven Track Record
Hundreds of successful cases, satisfied families, and measurable results across all service lines.