As a Colorado native, I feel most alive when I’m exploring the Rocky Mountain wilderness with my wife and our 2-year-old bernedoodle, Allan. Here in Chicago, we love to ride our bikes along Chicago’s beautiful Lakefront Trail, usually stopping halfway for a tasty, highly caloric treat. I also enjoy traveling and spent much of my twenties living in Seoul, South Korea.
As a former teacher, I have a passion for learning and can often be found working my way through new degrees, designations, and courses. Early next year I will complete Kansas State University’s master’s in personal financial planning with an emphasis on advanced financial planning and financial therapy. Studying under some of the preeminent financial planning and financial therapy researchers has been an extremely rewarding intellectual journey.
Affiliations: Fee-Only Planning
Areas of Expertise: Financial life planning, financial planning for academics, financial independence/early retirement, teaching
Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors (NAPFA)
Who inspires me:
My wife, Yi, is the most thoughtful, hard-working person I’ve ever known. Meeting her was the best thing that ever happened to me.
My favorite things:
A great book, a comfortable chair, and a hot cup of coffee
My greatest extravagance (under $100):
A cup of coffee and a pastry at my favorite neighborhood coffee shop
Most effective saving tip:
Align your spending with your values
We work directly for our clients and put client’s interests first
We listen and keep an open mind
We hold ourselves accountable for pursuing the highest standards
We build powerful relationships by working towards common goals
We learn and teach continuously
We make decisions with future generations in mind