Prior to joining RBC Wealth Management, I worked for UBS Financial Services, Inc. from 2007-2016 and Fidelity Investments From 1997-2007. I have the Series 7, 63 and 66 licenses and specialize in retirement planning and retirement distributions. I graduated from the University of Houston–Downtown with a Bachelor of Business Administration in general business.
I was born in Seoul, Korea and moved to the Pacific Northwest as a child. I moved to Houston, Texas in 1985 and lived there as a young adult. After college, I moved to Dallas to work in the financial industry where I met my wife, Teresa. We currently reside in Plano with our two daughters, Ryan and Addison, as well as our Maltese, Coconut. In my free time, I enjoy playing golf, caddying for my daughters’ golf tournaments and traveling.