As an Alaskan native with southeast Asian roots, I'm familiar with going the extra mile. Simply visiting my father in Thailand is a 36-hour trip from door to door. But the same dedicated focus and drive necessary for intense travel is critical in developing comprehensive financial strategies that foster the life you want to lead while preparing your family for when you're gone.
Understanding what your money should do is a key piece in developing your goals. To help, I leverage my background in communications to truly understand your objectives, then we craft a thoughtful investment strategy that avoids emotional pitfalls while relying on the latest research and investment techniques. With the right focus, we can build a future for you and your immediate community—your family.
That community focus is essential in every aspect of my life. As a member of the board for my local Chamber of Commerce, I'm dedicated to helping businesses grow, a passion that started when I watched my entrepreneurial mother start her own video store and coffee stand. Additionally, I'm proud to have qualified for the 2020 and 2021 Million Dollar Round Table, The Premier Association of Financial Professionals®1, in recognition for my efforts in serving my clients in my home state of Alaska and throughout the rest of the country.
Outside of work, I'm also committed to the Four A's, the Alaskan AIDS Assistance Association, which is dedicated to supporting and empowering individuals impacted by HIV/AIDS while helping to prevent these deadly diseases in other members of the community.
Let's connect to discuss your goals and strategize how best to pursue them so you have the confidence that your future is within your grasp. Get started by scheduling a meeting here.
1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.