After graduating from Ewha Womans University in Korea and earning a master’s degree in statistics from the University of Michigan, she began her career as a research statistician at AC Nielsen in Chicago. During her early years in the United States, she recognized the importance of developing a deeper understanding of finance. As a first-generation immigrant navigating the complexities of the U.S. financial system, she was motivated to pursue the Certified Financial Planner (CFP®) designation, which she obtained in 2007.

 

Her pursuit of financial expertise led her to New York Life and Eagle Strategies LLC, where she previously served as a financial advisor. She later continued to build her expertise in retirement planning and wealth management through roles with the Merrill Lynch Retirement Group and JPMorgan Chase in New York.

 

In 2010, Samsung Life invited her to join its headquarters in Seoul, South Korea, where she founded the country’s first Retirement Research Institute. In this role, she led research initiatives and developed retirement strategies tailored to the Korean market, while also directing a multi-company team that delivered financial education programs to a broad employee population at Samsung.

 

After returning to the United States, she joined the New York Life DFW office, focusing on recruiting and developing Korean American advisors. In 2020, she earned Partner distinction at New York Life, leading the only Korean American advisor team to achieve this recognition.

 

In 2023, she joined MassMutual as a General Agent with a vision to build a premier wealth management organization serving the multicultural market. Her work is focused on helping clients build enduring financial security and carry their financial legacy forward with clarity and intention.