I chose to pursue a career in financial services out of a deep, long-standing interest in how finance intersects with family needs and long-term goals. With an international background, I have seen firsthand how individuals and families navigate financial decisions across different life stages and, sometimes, across different countries. Whether I’m helping clients protect their loved ones, prepare for retirement, or plan for the future, I take pride in developing thoughtful, personalized strategies that align with their goals.

My approach is centered on creating a supportive, comfortable environment where clients feel heard and informed. I understand that financial conversations can feel overwhelming, so I focus on making complex topics easier to understand while building trust through education, clear communication and genuine care.

Outside of work, I enjoy exploring New York City, discovering new restaurants, traveling, and staying active through fitness and wellness. I value connecting with people from diverse cultural and professional backgrounds and actively participate in community and networking events. With strong ties to both the United States and Asia, I cherish maintaining meaningful relationships with family and friends across the globe.

Education

Master Degree at Johns Hopkins University