My goal has always been to positively impact lives and as an Edward Jones financial advisor, I enjoy the opportunity to help successful individuals and entrepreneurs with total wealth management to include investment consulting, advanced planning and relationship management.

Understanding what's important to you is what matters most to me. Whether it's planning for retirement, living in retirement, saving for college or protecting the future of your family, I take time to understand your goals. Using an established process, I will partner with you to develop personalized strategies and help you stay on track to achieve your financial goals.

I have always been passionate about quality investments and savings. My own success and passion inspired my career transition from a client executive at a large corporation to a personal financial advisor working with serious, long-term individual investors.

I graduated magna cum laude with a degree in economics from Duke University. I earned a MBA in finance and investments from George Washington University. I hold licenses for annuities, life and long term care insurances, Series 7 and 66 registrations. I am also a Certified Financial Planner Professional (CFP®)*.

Outside the office, I enjoy playing tennis, watching ACC basketball and football, and volunteering for non-profit organizations, schools and sports clubs. Originally from Seoul, South Korea, I have lived in the Raleigh-Durham area for over 20 years. My spouse, Eric, and I have two children.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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