• MA, PhD, Economics & Business Administration, Indiana University
• BA, Law, Seoul National University
After 30 years advising families, I've learned that building lasting wealth takes more than reading markets. It takes understanding politics between nations, how different economies actually work, and the human values that drive every financial decision.
I treat this work as a comprehensive art — not a narrow science. Every recommendation I make is grounded in historical and statistical evidence, never opinion or trend.
My goal for every client is financial independence. But the deeper reward, for me, is passing on the thinking behind it — because the families who learn how to think about wealth are the ones who keep it across generations. That's the legacy I want to leave.
• M.S. in Finance, University of Baltimore
• B.A. in Finance, University of Baltimore
I am in this business for one reason: to help others reach their financial goals. Beyond the numbers, I am more interested in sharing the real-world lessons I’ve learned—especially the mistakes. Understanding what held me back and how I moved forward is the most valuable insight I can offer.My ultimate goal is to build something meaningful in this industry thru financial literacy education, a legacy of financial stability and wisdom that lasts well beyond today.
• BS, International Business, University of Baltimore
• MBA, Finance, University of Baltimore
• CFP® — Certified Financial PlannerCAIA — Chartered
• Alternative Investment Analyst
• Series 65 — Investment Adviser Representative
• B.A. in Studio Art, Bucknell University, PA, USA
• MBA, Seoul National University, Korea
I aim to help families build structures that allow their wealth, values, and vision to endure beyond a single generation. Ultimately, my goal is to create lasting frameworks where families can thrive, make meaningful contributions, and pass on not only assets, but also purpose and direction to future generations.
• MA, Visual Communication Design, University of Seoul
• BA, Visual Communication Design, University of Seoul
I find great fulfillment in playing the role of the 'invisible hand' that ensures our organization runs smoothly and efficiently. Furthermore, I especially enjoy the challenge of bridging our U.S. and Korean offices. Facilitating seamless collaboration between these two locations and helping overcome cultural or operational gaps gives me a strong sense of purpose.
What I would like to share with others is the importance of preparing for the future and how even small choices can lead to meaningful change. This is important because the right information and good guidance can give people more confidence and peace of mind.
• BA, Economics (Canada), Western University
I want to keep our client’s annual investment return over 10% in the long-run. I want them manage their wealth wisely. It will be very happy if all of our clients reach annual investment return over 10% in 10 years.
• Business Administration and Marketing Degreees, Aleksander Xhuvani University in Albania
• Series 65
• Series 63
• SIECRPC (Certified Retirement Planning Counselor)
• CFP
• Master of Fine Arts (MFA), Parsons School of Design, The New School University
• Bachelor of Fine Arts (BFA), Hyosung Women’s University
Five years ago, I was saving about $200 a month for my daughter's tuition and thought financial advisors were only for wealthy people — not for someone like me.The pandemic gave me time to ask harder questions. I started learning how money actually grows, and how much of what I'd been taught about working harder was only half the picture.A lot of us in the Korean community work incredibly hard but rely on just one way of earning. I want to help change that — not as an expert, but as someone who's been through the learning curve. With the right plan, money can work even while we sleep. I wish someone had told me sooner.
• M.Ed. in Education, Seoul National University
• B.A. in Education & English Education
• Investment Asset Manager (투자자산운용사)
• AFPK — Associate Financial Planner Korea
• Secondary School Teacher's License, English & Education
Financial stability expands the choices available in life. I believe the essence and value of this work lie in helping clients lead freer, more sustainable lives. It is important to go beyond mere financial management and partner with them as they move toward a life that is stable—both emotionally and financially.
• Community Outreach and Cultural Advisor
I came to America as a young immigrant and worked hard just to survive — running a grocery store for nearly thirty years while raising a family. Along the way, I learned how easily money can be lost, and how powerfully it can grow when you understand it.
Too many in our Korean community have worked a lifetime and still feel unprepared for retirement. That's why I do this work.
As we say, small amounts add up to a mountain. With clear goals and a steady plan, an ordinary life can become a secure one — and a comfortable one. I'd like to share what I've learned, so the next generation doesn't have to learn it the hard way.
The first conversation is free, no commitment. Tell us where you are and what you’re trying to build - we’ll tell you honestly whether we’re the right fit.
