I was born and grew up in Tokyo, Japan and moved to pursue an education here in the United States. My parents told me of the importance of dreaming big and saving money. I prioritized what was important to me and decided to use my hard-earned money to move to America. I received a Bachelor's degree in business administration from the University of Illinois in Chicago and a Master of Business Administration degree from the University of Illinois at Urbana-Champaign.
I am always fascinated about how the value of money works since our family frequently traveled overseas since I was a child. It was very interesting to learn about how the value of a dollar affects our everyday life, even when I was living in Japan. In 2018, one of my classmates from my MBA program recommended me to be a financial advisor with Edward Jones, where I can take on challenges in my area of investors' financial lives.
My client approach is to understand what's most important you, then create a meaningful financial strategy exclusively for you with a personalized experience.
I focus on three areas: Group 401k administration and advising, college and retirement saving strategies and portfolio reviews.
I have a passion for helping my community by educating and supporting my clients in order to help them achieve their financial goals, whether it's planning for retirement or saving for college. I often hold a variety of education seminars at local businesses in the communities that I serve. I am very excited about sharing my experiences and knowledge and seeing my clients' dreams come true.
I am an active members of Japanese Chamber of Commerce in Chicago and The Japan America Society of Chicago, where I enjoy participating in a variety of cultural events and meeting fellow professionals.
I look forward to working with you and your family towards a successful future.
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