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Meet Lilly

Dedicated To Helping You
Secure Your Financial Future

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Lilly Wang

Financial Services Professional

Lilly has worked in the financial services industry since 2009, when she turned an unfortunate situation into a career she loves. Her previous employer had been forced to close its doors during the 2008-2009  financial crisis, and as a single mother of two children, Lilly quickly forced herself to learn more about  the world of finance. She realized that what she had to learn out of necessity for her family was information that could benefit anyone, and a passion to educate others about finance was ignited.

Lilly loves to help others and is driven by a desire to learn about your unique financial needs and  concerns in order to work alongside you to find potential insurance solutions. Her goal is to build long term relationships that include reliable service, transparent communication, and a commitment to helping you feel respected, heard, informed, and satisfied. She is passionate about making a positive impact on the lives of others, and with her daughter now working with her, Lilly strives to help you and your family for years to come.

Lilly has two adult children and enjoys traveling, reading, playing pickleball, and volunteering at Willow Creek Church. She holds a bachelor’s degree in business and a master’s degree in counseling, and is  bilingual, offering her services in both English and Chinese.

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Vivian Ding

Office Manager

Coming soon...

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