Roles and Responsibilities 

Specialized on advising college-bound students and their families on how to handle the cost of higher education. Expanded specialization in not only college but also private K-12 school financial aid. 

Provides advice or suggestions about securities; oversees client accounts or portfolios; determines the appropriate advice or recommendations regarding securities; promotes, proposes, or negotiates the sale of or sells investment advisory services; or manages employees who carry out any of these tasks. 

Career History and Focus 

Joined workforce since 2019 as an auditor in Big 4 accounting firm and now mainly focused on not only college and private school funding consulting but also private asset management for individual clients  

Professional designations 

CPA (Certified Public Accountant) 

CCFS (Certified College Funding Specialist) 

Organization Activities 

Republic of Korea Marine Corps Veterans Association  

Educations 

Kelley School of Business, Indiana University - Bloomington, IN  

Master of Science in Information Systems