The reason I got into this profession:

As a kid, I was way too hyper for abacus class. I would play with the beads, clicking and clacking from one end to the other, but I wasn’t so interested in the actual math lesson. My parents’ next great idea was to enroll me in Taekwondo and while it did appease my “hyper activity”, I still struggled to learn the techniques. It took me six attempts to finally get my yellow belt. One day as I was rushing to my class my luck changed. I hit the curb with my bicycle causing me to skid across the pavement. As I squirmed, wincing to carefully dust the grime off of my skinned knees, something on the ground caught my attention. My misfortune suddenly turned into a mini-fortune, as I landed on a $100-dollar bill. Rather than using it to fix my now damaged bike, I decided to double up on my Taekwondo classes and really commit to developing my skills.

This small investment led me to some amazing experiences, including teaching martial arts to celebrities, befriending Olympic Gold Medalists, and becoming a national champion. On a practical level, it helped me get accepted into college and paid for part of my tuition. I also learned many valuable life lessons around the importance of preparation, setting goals, perseverance, and the value of integrity.

At the time, I had no idea how much $100 dollars would impact my life. It wasn’t until years later that I realized the decisions we make with money are much more powerful than the amount.  Working at Abacus, I have the privilege of helping my clients avoid critical financial mistakes by bringing clarity to their financial lives and helping them see how the seemingly small financial decisions they make every day can affect their future in big ways.  As I always say Clarity = Power.

One thing I’m doing to help the planet

 I recycle and I also look for opportunities to purchase sustainably sourced products.

Outside of work, my passions include

 My family, and when I’m not chasing my toddler around, watching football or Lakers basketball.

One goal I’m saving for

Short term goal is taking my family to Hawaii when my daughter turns 4 and long term goal is sending my kids to college.

The primary way I’m advancing my career knowledge

 One area of finance I find fascinating is behavioral finance, which answers the question of WHY we do what we do, even against overwhelming evidence to the contrary.  To that extent, I try to read as much as I can about the topic so that I can help my clients make the best decisions for themselves.