She believes that the first generation’s sacrifice deserves to becomethe next generation’s foundation.

Growing up in Korea and graduating summa cum laude in political science from Duksung Women’s University in 2001, she came to the United States with a clear plan — but life had other ideas. Marriage, three children, years supporting a family business, and decades navigating the realities of immigrant life reshaped that plan entirely.

For nearly 25 years, she has lived the Korean-American immigrant experience from the inside: managing paperwork for a family gas station, working in beauty and restaurant businesses, raising children, and completing graduate studies— often all at once. Through those years, she experienced firsthand what it means to work tirelessly without a clear financial roadmap.

That perspective changed when she discovered the U.S. financial planning system and realized something unsettling: despite despite years of sustained hard work, she had very little structured to show for it. Looking around her community, she saw the same pattern — disciplined, entrepreneurial families buildin businesses and raising children without the financial infrastructure needed to protect or pass on what they had built.

That realization became her mission.

She began her professional career with New York Life and, after a challenging first year, went on to achieve consecutive Leaders recognition, earn the Annuity Elite Award, and become both an MDRT and AARP member.

Her work focuses on wealth preservation, retirement income planning, risk management, and legacy strategies — with particular attention to the Korean-American community, where language barriers and cultural nuances can leave even successful families financially vulnerable.

She believes the first generation’s sacrifice should become the next generation’s foundation. Her goal is simple: to help families plan so that what they have built can be thoughtfully preserved and transferred.