High Risk,
HighReward
Starting from scratch was nothing new to Huang,
so she decided to make a major transition in her
career path. In 2000, she left the traditional ac-
counting world and joined an accounting firm that
was establishing a new division: wealth manage-
ment services, or, financial planning and investment
management for high net worth clientele. In less
than three years, Huang was managing $20 million
in investments on behalf of her clients.
Fueled by her success, she left the company and
launched her own firm. It was high risk, but also
high reward.
Once again, Huang started from
scratch and built a formidable book of business,
all while starting a family of her own.
After her daughter, Nina, was born, Huang real-
ized that she needed to either hire more people or
merge with another company in order to maintain
a high level of service to her clients. In 2005, she
merged her business with The Advocate Group in
Minnetonka, Minnesota, which provides investment
and financial planning services to many executives
from Fortune 500 companies.
Huang follows a six-step process to helping her
clients meet their goals through proper manage-
ment of their financial resources. “It’s rewarding
to gain the trust of clients and help them follow
through on recommendations,” explains Huang.
“
Money can be a powerful force. When managed
well, it can do great things.”
Right Choices
Despite her work schedule, Huang focuses on
the things that are most important to her, such as
spending time with her husband and daughter. In
addition, she enjoys competitive ballroom dancing,
playing piano, and providing her expertise to the
China AIDS Orphan Fund, a charity she helped
found in 2003. She enjoys returning to WSU to see
the beautiful campus and the many changes with
technology.
Today, she is more confident than ever that she
made the right choices throughout her life, includ-
ing the decision to come to WSU. “It’s the right col-
lege for a reasonable price, which is why it has been
ranked among America’s 100 Best College Buys,”
says Huang. “I am so appreciative of my education
at Winona State University.”
WSU Currents •
Winter 2012
9
The multi-faceted Huang,
pictured here at the 2011
Twin Cities Open with Jay
Larson, is also a competitive
ballroom dancer.
from every job” says Huang.
“
That helps me in what I do today.”