After completing my MBA and joining a Fortune 100 company, I worked on investment trading floors in the US and as an expat in SE Asia.

Working alongside exceptionally bright and accomplished professionals, I was surprised to see how few had a vision for their own financial lives.

My parents taught me early the role of money as a vehicle for designing a purpose-driven life, and I knew I needed to leave Wall Street for Main Street to help others do the same.

I became a CERTIFIED FINANCIAL PLANNER™, shared advice on how to make better money moves with NerdWallet, and went on to lead financial planning for clients at a large registered investment advisory firm.

I co-founded Uplevel Wealth to help families design and lead intentional lives—eliminating as many unexpected financial surprises as possible along the way.