My background

My financially literate father, who was a corporate CFO and MBA, heavily influenced my childhood. I witnessed firsthand how his knowledge empowered him, and how his foresight enriched our lifestyle. Others did not experience the same comfort and educational opportunities as I did. This was due to a lack of training, experience, and financial discipline. During my high school years, I saw others:

• buy into the tech bubble
• run out of money in retirement
• fall into tax traps because of mismanaged company stock 

I decided that I wanted to become a financial consultant to protect myself, and to build a career helping other people avoid these unnecessary losses. When I was at Johns Hopkins, I majored in economics and then psychology. Psychological sciences taught me how people make decisions, why they make them, and what the evolutionary background is for those decisions.

Since 2004, I have worked in different facets of financial planning with over one hundred households. I have a variety of experience in designing comprehensive financial plans, analyzing insurance instruments, handling material investment accounts, preparing tax returns, and sales/marketing.

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Education and credentials

• BA in Psychology from Johns Hopkins University
• CFP® (Certified Financial Planner™) professional, ID# 148688
  
• ChFC® (Chartered Financial Consultant)
• CLU® (Chartered Life Underwriter)
• Currently earning an M.S. in estate planning and taxation

Previous industry experience

• Financial planner at Lincoln Financial
• Representative at John Hancock Life Insurance