Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Business Retirement Plans
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelor of Science, Economics, Binghamton University, State University of New York, 2001

Interests

I am deeply committed to his community.

I have served as the Vice President of Scholarships for the Korean American Youth Foundation, as a member of the Knights of Pythias (Vice Chancellor), YWCA of Queens, and Youth Program Director for Turning Point Youth Service. I also served as Youth Program Director – Turning Point Youth Service and the Taekwondo Competition and Demo Team - 2017 NYC Times Square Taekwondo Festival. Member of the New York City Kendo Club.

Community participation

VP of Scholarships -Korean American Youth Foundation – 2008 to 2012

Program Director of the KAIST-KAYF Summer Research Program – 2011

President of Korean American Friends of Channel Thirteen (WNET) – New York, NY 2008-2010

CBMC (Christian Business and Market Place) and Financial Service Ministry Faith & Finance Leadership team at Redeemer Presbyterian Church 2011 and 2012

YWCA of Queens - Gala Host Committee – Flushing, NY 2012 and 2013

Knights of Pythias – Pythian Knight –Whitestone, NY 2013

KACF 2015 Community Grants Committee

BayBridge Condo Association Board President - Bayside, NY 2017 to 2019

Previous experience

  • Vice President, Morgan Stanley, New York, NY, 2013-2018
  • Assistant Vice President, Merrill Lynch, New York, NY, 2012-2013
  • Financial Advisor, Edward Jones, New York, NY, 2007-2012