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About Hong
I have been a Farm Bureau advisor since 2020. As your service provider, my team can work together with you to increase your confidence about your overall financial wellbeing.
Previously a Financial Advisor with Merrill Lynch, Hong brings years of knowledge in financial planning. She made a thoughtful decision to transition her 17 years of leadership experience in the chemical engineering field into finance, bringing with her a proven ability to turn opportunities into success.
Hong joined Farm Bureau Financial Services with a unique perspective, blending strong business acumen with solid financial planning skills. She is passionately committed to helping her clients reach their financial goals, taking into account their risk tolerance, time horizon, liquidity needs, and individual circumstances. Hong strives to act in the best interests of her clients by protecting, preserving, and growing their assets through tailored financial strategies, utilizing Farm Bureau’s wealth management process.
Hong holds the Chartered Financial Analyst (CFA) designation awarded by the CFA Institute and earned her Ph.D. in Industrial & Manufacturing Engineering from Cleveland State University.
Born and raised in Beijing, China, Hong speaks fluent Chinese. To fulfill her desire to give back to the community, she serves as an adjunct professor, teaching graduate and undergraduate engineering courses in the College of Engineering & Applied Science at UW-Milwaukee during her spare time.
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