Rick Hu, B.S., CLTC®, RICP®
Wealth Management Advisor


Midas Wealth

  • Office 917-522-6450
  • Fax 917-677-8711

Meet Our Team

When building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed analysis of our client's assets and financial resources. Our approach allows us to build an effective wealth management plan inspired by each client's personal vision of a life well-lived.

 
Peter Hu

Peter Hu

Associate Financial Representative
Office 917-522-6437
Fax 917-677-8711
 
Kelvern Chen

Kelvern Chen, CFP®

Associate Wealth Management Advisor
Office 917-522-6440
 
Gloria Wong

Gloria Wong, CFA®

Investment Operations Associate
Mobile 201-232-6127
 
Steven Yun Xiong

Steven Yun Xiong, MBA

Financial Planning Analyst
Office 917-522-6440
 
Penny Siedlecki Tucker

Penny Siedlecki Tucker

New Business Expediter
Mobile 847-471-3984
 
Hana Lee

Hana Lee

Operations Assistant
Office 917-438-1165
 
Ashley Weaver

Ashley Weaver

Financial Planning Analyst
Office 631-592-2000
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.