
I work with individuals, families and businesses to help establish and grow generational wealth throughout the community that I serve. My main objective is to understand their financial goals and needs to assist them in creating sustainable financial strategies to grow and protect wealth. I strive to simplify the complexities of financial advice to ensure that all strategies are customized to meet clients' unique situations. My passion to form strong relationships helps create a deep level of trust, reliability, and competency to provide holistic guidance allowing clients to feel confident with every aspect of their financial future. As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Whether you are planning for retirement or already retired, saving for college or just starting a family, trying to protect assets or running a business; we can work together to develop specific strategies to help you achieve your goals. We will work together to monitor your progress, while making sure you stay on track, and applying any adjustments that need to be made. Throughout it all, I will be dedicated to providing you top-notch client service. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
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Derwood, Maryland, United States
Financial Advisor
Edward Jones
• www.linkedin.com/company/edward-jones
Jan 2025 - Present
Rockville, Maryland, United States
Planning Consultant
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
Sep 2022 - Feb 2025
Rockville, Maryland, United States
Investment Solutions Representative
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
Oct 2021 - Sep 2022
Maryland, United States
FADP
Merrill Lynch
• www.linkedin.com/company/merrilllynch
Mar 2020 - Oct 2021
Rockville, MD, United States
Agent
New York Life Insurance Company
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Aug 2018 - Mar 2020
Greater New York City Area
Head of Lower School Physical Education / High School Coach / Middle School Coach
The IDEAL School of Manhattan
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Aug 2012 - Jun 2017
Greater New York City Area
Associate Teacher - Kindergarten
The Berkeley Carroll School
Sep 2009 - Dec 2009
Greater New York City Area
Assistant Vice Principal / Head Teacher
Milestone Institute of Seoul
Aug 2006 - Aug 2007
Gangnam-gu, Seoul, Korea
Licensed Real Estate Agent
R.I.C. Realty, Inc.
Oct 2004 - Jul 2006
Greater New York City Area
Account Executive
Yellow Book, USA
Aug 2003 - Sep 2004
Greater New York City Area
Licensed Life Insurance Sales Agent
Diversified Final Expense Specialists
Aug 2002 - Jul 2003
Clifton, NJ
Junior Broker Intern
Continental Broker-Dealer
May 2002 - Jul 2002
Greater New York City Area