Advisors

     As I reflect on three generations of women -- my grandmother, my mother and I--, our lives were marked by a century of big changes from the Japanese annexation of Korea at the turn of the century to the Korean War and  then to a new life in America.   Coming from a developing country steeped in Confucian values to the United States as a first generation immigrant baby boomer, the changes I have seen and experienced in my own lifetime -- I couldn’t have imagined!  

     “Nothing endures but change.”  We have seen some major changes in our lives—both exciting and anxiety ridden.  We are redefining how we work and live.  We are redefining our retirement.  The values I’ve learned from my family and the perspectives that I’ve gained from my own life journey helps to shape the financial guidance I provide to my clients during their times of change and emotional distress.

     I am a Certified Financial Planner^TM and I am the owner of WealthSpring Financial Advisors, LLC, a fee-only financial planning and investment advisory firm.  As your trusted advisor, I am deeply committed to helping you take control of your finances and your future.  Wise choices today bring greater possibilities and freedom tomorrow.  I believe money is merely the currency for greater choices.  It is just one of many resources we have to live our lives fully and richly.  By utilizing my expertise in financial planning, critical thinking, and good judgment, I deliver sound financial guidance so that with each financial choice, you can confidently advance towards the direction of your dreams and life vision.

     After completing a Master’s Degree in Economics from Pennsylvania State University, I began my career as an economist.  In 2005, I entered the financial planning profession after taking time out to care for my parents. I completed the Georgetown University’s Certificate Program on Financial Planning and obtained my CFP® designation in 2008.  I also received the Chartered Advisor on Philanthropy (CAP) and Chartered Financial Consultant (ChFC) designations from the American College.  Now, I have an extremely satisfying practice, imbued with my own personal values—resourcefulness, resilience, excellence, integrity, knowledge, charity and joy.

     I enjoy teaching and was an adjunct faculty at the McDonough School of Business, Georgetown University for the past five years.  I love traveling abroad and my favorite places are Reykjavik and Prague.  I enjoy dancing the Argentine tango, studying Spanish and traveling to my mecca—Buenos Aires.

"Wealth is the ability to fully experience life."  Henry David Thoreau.