Meet your trainers
Four lead educators teach live every day. Every member gets to know each trainer — by name, by voice, and by how they answer the hard questions.
Lead Educators
Sean Xin is a lead strategist and educator at Peace of Mind Wealth Management, specializing in wealth structuring, tax-efficient planning, and legacy design for high-net-worth families. With a core philosophy that "structure determines outcome," Sean translates complex financial tools—such as life insurance, annuities, trusts, and tax strategies—into clear, actionable solutions that help clients protect, grow, and transfer wealth efficiently. With a background spanning engineering and business, Sean brings a systems-thinking approach to long-term financial planning. His communication style is direct, structured, and outcome-focused, guiding clients to make confident, strategic decisions. He believes: Wealth is not just accumulated—it is intentionally designed. Legacy is not about how much you leave, but what you stand for.
Anna An is a client education specialist and content presenter at Peace of Mind Wealth Management, dedicated to making complex insurance and financial strategies simple, relatable, and actionable. She excels at translating technical concepts into real-life scenarios, helping families understand the true value of life insurance, retirement planning, and legacy strategies in a way that inspires clarity and confidence. With a strong background in communication and education, Anna's style is warm, approachable, and trust-building. She connects financial decisions to real human outcomes—family, security, and future possibilities. She believes: Great planning protects more than assets—it protects relationships. True peace of mind comes from clarity, confidence, and action.
Daniel Brooks leads the English-language wealth-planning program at Peace of Mind Wealth Management, specializing in retirement strategy, legacy planning, and high-net-worth solutions for English-speaking clients across the US. With a structured, outcome-focused approach, Daniel translates complex insurance and annuity products into clear, actionable strategies. He believes wealth outcomes are engineered through disciplined structure, not guessed at through market timing. He believes: Strategy beats luck every time. True peace of mind comes from a plan that survives any market.
Sophia Carter is the client-education voice for the English-language program at Peace of Mind Wealth Management. She translates the intricacies of life insurance, annuities, and retirement planning into relatable stories that families actually act on. With a warm, conversational teaching style, Sophia helps clients see the "why" behind each decision — turning financial planning from a chore into a conversation about the life they want to build and protect. She believes: Great planning starts with a great conversation. Confidence comes from clarity, and clarity comes from education.