Our Team
Our team of experienced professionals are at the center of what we do at LightUp Financial. Together, we have decades of experience in both financial planning and tax planning. Our knowledge, experience, and commitment to our clients' success makes them feel confident.
We believe in taking a team-centered approach to handle every client's financial needs. We use our entire team's wealth of skills and specialties striving to ensure you always receive the best possible service. With the deep trove of knowledge our team possesses, we take pride in being able to not only select the appropriate financial solutions for you, but to also educate you in a way that allows you to feel confident with every financial decision.
Jeff Lin
Managing Partner
Specialist in advanced tax planning strategies for high-income families, helping clients reduce liabilities, protect wealth, and build lasting financial legacies.
Jeff has been in the financial advisory and insurance industry since 2018. He holds FINRA Series 6 and Series 65 securities licenses, as well as Life and Health Insurance Licenses. His approach centers on building lifelong relationships based on trust, working closely with tax and legal professionals to deliver comprehensive and customized solutions across financial planning, life insurance, retirement strategies, tax optimization, and estate planning.
Before transitioning into financial services, Jeff had a successful career as a senior software engineer and tech lead at one of the world's leading cloud computing companies. He holds 13 U.S. patents in AIOps and Cloud Management Platforms, reflecting a deep background in innovation and systems thinking.
Education: Bachelor's degree in Electrical Engineering from Shanghai Jiao Tong University and Master's degree in Computer Science & Artificial Intelligence from Oregon State University.
Iris Sui, EA
Financial Advisor
Iris brings a deep passion for financial planning and a strong commitment to helping individuals and families build a secure financial future.
With a holistic approach, Iris supports her clients through all stages of life—from family protection and education funding to retirement planning and estate strategies. Her broad financial knowledge and strong understanding of her clients' goals enable her to create practical, personalized solutions.
Prior to her career in financial services, Iris worked as a production planner and supply chain manager at several leading manufacturing companies.
Education: Master's degree in Business Logistics Engineering from The Ohio State University.
Shannon Wang, EA
Financial Advisor
With a strong foundation in financial risk analysis developed during her eight-year tenure at Berkshire Hathaway, Shannon brings deep expertise and a track record of analytical excellence to LightUp Financial.
She holds both a Master's and Ph.D. in Engineering from the University of California, Berkeley, where she developed the rigorous problem-solving mindset that now informs her work in financial services. Over the past seven years, Shannon has expanded her credentials by earning securities, tax, and insurance licenses—demonstrating her commitment to continuous learning and cross-disciplinary excellence.
At LightUp, Shannon's unique blend of technical precision and client-focused planning allows her to deliver highly tailored solutions across tax strategy, retirement planning, and financial advisory services—helping clients navigate complex financial decisions with clarity and confidence.
Education: Master's and Ph.D. in Engineering from the University of California, Berkeley.