My Background

  • Helping individuals and families navigate financial decisions since 2009

  • Financial Advisor with New York Life

  • ChFC®, CLU®, and RICP® professional designations

  • Experience across retirement, investments, insurance, tax-aware strategies, and estate planning

  • Experience working with U.S. and international families, including U.S.–Japan financial considerations

  • Focused on understanding the person behind the numbers

  • Using technology and AI as tools—while keeping human judgment and guidance at the center

  • Belief that better financial decisions start with asking the right questions

Financial Clarity. Human Guidance.