My family moved from South Korea to southern New Jersey when I was 5. We subsequently had our share of financial hardship, but my dad eventually built a successful small business. And by steadily putting money into my mom's 401(k) plan, my parents managed to achieve financial security and retire in comfort.
The struggles and persistence of my parents inspired me to pursue a career in financial planning and wealth management.
After graduating from the University of Michigan with a bachelor of arts degree in economics, I began my career as a service specialist with TIAA® in 2002. Over the next 19 years, I earned a series of promotions that culminated in the role of senior wealth management advisor, a title given only to TIAA®'s top advisors. In that role, I mentored several advisors who provided advice to thousands of plan participants.
In my free time, I enjoy spending time with my wife Toni and our dog, Dillon. We love staying active and traveling the world.
TIAA® is a registered trademark of TIAA. Emeritus Wealth Management has no affiliation with TIAA®. The services rendered by Emeritus Wealth Management are not reviewed or approved by TIAA®.
Originating from Central Pennsylvania, my grandfather and many family members left the coal mining industry in hopes for better opportunities in Philadelphia and found employment at the Philadelphia International Airport. Due to bankruptcies in the airline industry, those family members lost their pensions and struggled to secure their finances for retirement. This inspired me to help others to plan for their financial goals.
After graduating from Malvern Prep and receiving scholarships to play baseball, I earned my Bachelor of Science degree in Finance from Shippensburg University.
After graduation, I worked at Merrill Lynch, Morgan Stanley and finally TIAA, where I grew from an Associate Advisor to a Senior Advisor and obtained my Certified Financial Planner designation. In my 9 years at TIAA, I advised members of the academic and medical communities and was named a Five Star Wealth Manager multiple times by Philadelphia Magazine.
My wife Priscilla and I call Downingtown home. Outside the office, I enjoy golfing, and spending time with my wife on our boat down the shore, supporting her at horse show competitions, and backpacking and hiking around the world.
Operations manager Andrew Shamy, their former colleague at TIAA®, rounds out the Emeritus team. Together, they bring deep expertise in 403(b) retirement plans based on their four decades of experience at TIAA®, where they advised thousands of participants in hundreds of plans.
I grew up in Geneva, New York, and earned my bachelor of arts degree in economics from Binghamton University. A few years after graduating in 2008, I joined TIAA® as an inbound consultant at their contact center in Denver.
In 2013 I became a client relationship consultant in TIAA®'s Philadelphia office, where I joined Mike and Kevin's advisory team.
I went on to serve as a wealth management advisor, guiding clients through comprehensive financial planning to help them achieve their financial and retirement goals. After nine years with TIAA®, I moved on to Emeritus in 2021.
I live in the Finger Lakes region of upstate New York with my wife Courtney and our two dogs. I am an avid runner and enjoy spending time with family and friends.
Emeritus Wealth Management has no affiliation with TIAA. The services rendered by Emeritus Wealth Management are not reviewed or approved by TIAA. TIAA is a registered trademark of TIAA.
We help participants in 403(b) retirement plans sponsored by TIAA, Vanguard and Fidelity optimize their investments and plan for the future.
Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Emeritus Wealth Advisors.
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