As a seasoned financial professional and executive, I help small business owners meet their financial goals in alignment with people and values that matter most to them.
I began my career over 30 years ago with a Big 4 accounting firm, and have since held leadership positions at several financial services firms, offering solutions to complex financial and estate planning issues. I have also successfully helped (often burnt-out) small business owners run their businesses with discipline so they can grow business values and prepare for sale and retire.
I have written numerous articles on business and finance, some of which have appeared nationally in prestigious peer-reviewed professional journals. I have also taught MBA classes and have spoken at various seminars and conferences.
Outside of work, I enjoy live jazz, hiking, and spending time outdoors with my family and friends. Though I claim to play golf, no one in my foursome seems willing to vouch for that.
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
BS Business/Accounting - Biola University
Native fluency in English, Korean, Japanese