I love being a part of a team that helps make clients’ dreams come true. I enjoy helping clients form strategies to solve problems that will enhance their lives, giving them peace and freedom.
Ask Huyen About: Gardening, cooking, travel tips for Vietnam, and stories of training her Jack Russell Terrier, Charlie.firstname.lastname@example.org (717) 796-1700
Huyen serves under Doug’s advisory team. She helps her team construct clients’ LifePlans by following up on action items and supporting the team with whatever needs arise. Huyen responds to service requests and client inquiries.
A bit about her background:
Huyen grew up in Vietnam and came to the United States for college in the early 2000s. She attended Duquesne University in Pittsburgh, PA as an undergraduate and eventually went on to earn her Master’s Degree in Finance from Penn State. Prior to finding her calling at LifeGuide as a financial planner, Huyen worked as an insurance underwriter for eight years.
What Huyen says she loves most about her job:
“I love being a part of a team that helps make clients’ dreams come true. I enjoy helping clients form strategies to solve problems that will eventually enhance their lives, giving them peace and freedom.”
Outside of work:
Huyen resides in Mechanicsburg with her husband, Patrick, and their two children, Andrew and Katie. She enjoys spending time with her family, arranging fresh flowers from her garden in the summer, running through downtown Mechanicsburg with her husband, and hiking with her family. She attends West Shore Evangelical Free Church in Mechanicsburg.
Her favorite organizations:
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $350k. If this isn’t you, please check out our LifeGuide Essentials program.
We are currently accepting a limited number of new Signature clients for 2022.
If you’re interested in exploring whether LifeGuide Signature is right for you, please fill in your name and email address, and click the button below to complete a brief Signature Intro Questionnaire.
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.