My journey from the soccer fields of South Korea to becoming a trusted financial advisor in America is a story of perseverance, passion, and a deep desire to help others. After immigrating to the U.S. in 2000, I graduated from Hoover High School in 2002 and enlisted in the Marine Corps in 2003, During my time in the Marines, I gained valuable experience in logistics and financial management, overseeing $24 million in assets. This experience sparked my passion for helping others secure their financial future.

After graduating from U.C. Berkeley, I started my career as an independent life insurance and annuity specialist in 2010. Over the years, I noticed a significant disconnect between investment, financial planning, and insurance. I believe all these components must be seamlessly integrated for individuals to have a truly well-rounded financial plan. That realization led me to earn my CFP® designation to bridge this gap and provide a more comprehensive approach to financial planning.

At the heart of my work is a mission: to help individuals understand and secure the right protection and annuity plans, to guide financial advisors in implementing products that meet their clients' unique needs, and to empower other professionals to confidently recommend the right solutions with the proper education and support.

Outside of work, I’m a family man. I’m married to my high school sweetheart, and together we have a beautiful baby girl. When I’m not working, you’ll find me spending quality time with them, cherishing every moment.

Let me bring my passion, experience, and dedication to help you and your clients achieve the financial security you deserve.