
Primary areas of expertise
2–4 areas
Approach to working with clients
2–3 sentences
I handle client work with professionalism, a willingness to learn, and a focus on getting things right. I make sure to verify details, ask thoughtful questions, and keep clients updated so their financial information is handled with care and accuracy
What clients can expect
When working with me
Clients can expect someone who is curious and committed to continuous learning. I take the time to understand their concerns, double-check details, and seek opportunities to expand my knowledge so I can provide more effective and reliable support every step of the way
Personal details
Quick overview
Outside of work
I enjoy…
playing ML (yes, I get competitive 😎)
binge-watching series
“dating” my friends—aka trying new cafés and restaurants together
shopping for my loved ones
Fun fact
Lighthearted
I live with 4 little fur babies—Mingming, Kimchi, Biscoff, and Cream

