Chief Operating Officer
Direct: (425) 531-7341
Office: (425) 467-1011 Ext. 201
As chief operating officer for Avier, Lu oversees all aspects of operations and accounting/finance, as well as ensuring the firm’s compliance with governmental and SEC regulations. Lu welcomes any question or research need, including working with clients on tax projections.
Lu has carried her accounting and teaching passions into her personal life by teaching managerial accounting at Lake Washington Institute of Technology and financial literacy classes with Hopelink. She is also actively involved in her church: serving on the finance committee, singing in the choir, and working in various mission/outreach programs. Life for Lu outside of the office also includes a commitment to fitness, as well as travel adventures and photography.
Master of Business Administration with honors, University of Massachusetts; Bachelor of Arts in Business Administration, University of South Florida
Certified Public Accountant; Enrolled Agent; Series 65