Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Employee Stock Options
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education

Education

  • Batchelor of Arts in Politcal Science, Rutgers University.

Community participation

We live in a "melting pot" nation. I believe it is paramount that we leave the future generations a legacy of their unique heritage and instill a sense of pride of their culturally blended identity.

Treasurer, Board of Directors

  • Korean Language and Cultural Education Institute