I'm a seasoned financial and tax professional who thrives in helping business owners accomplish their business and personal financial goals.
I started my career at a Big 4 accounting firm right after college, developing expertise in finding solutions for complex financial and tax issues that keep business owners up at night.
In addition to accounting and taxation, I have extensive background in personal financial planning for business owners, including business succession planning, tax-optimized estate planning, and other sophisticated strategies.
I have several other professional credentials, including the Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), and Chartered Financial Consultant (ChFC®) designations. I'm also a Certified Advisor for Xero, a premier accounting software for entrepreneurial businesses. I also write and speak frequently on business and estate planning topics, and have taught college finance courses.
You couldn't tell from looking at me, but I actually enjoy going to the gym and working out. I claim to be a golfer, but no one in my foursome is willing to vouch for me. I'm also multi-lingual, equally fluent in English, Japanese, and Korean.