As a trusted advisor, I strive to educate, motivate and support my clients in pursuit of their financial goals through comprehensive financial planning by providing integrated wealth management services. I work with individuals, families, business owners, and estate fiduciaries through all phases of their financial life-cycle from accumulation and preservation to distribution. I enjoy sharing my e
xperience in public forums and leading financial planning seminars. My association with Cetera Wealth Services, LLC, a top-tier broker-dealer with innovative technology and a non-proprietary environment, aids me in delivering the most current and solid advice to my clients. I collaborate with a team of specialists and top industry professionals and receive continual updates on financial products and legal changes that affect the industry. My registration with Cetera Wealth Services, LLC coupled with my planning experience and knowledge of financial strategies, ensures that clients receive solid financial advice addressing their personal circumstances and concerns. Before joining Cetera Wealth Services, LLC and forming my own independent financial planning group, I worked as a Financial Advisor and District Manager at Waddell & Reed where I developed a thriving practice and managed a team of seven financial advisors. Prior to Financial Planning, I worked as a Global Account manager for Advanced Digital Information Corporation, managing a rollout of service into 60 countries. Before receiving my MBA, I spent four years in South Korea as a University Professor and Corporate Trainer. I worked in the areas of sales, service, instruction, and management for over 15 years prior to entering the area of Financial Planning.
