Her introduction to financial services was inspired by her father, whose journey from refugee to financial professional instilled in her the importance of resilience, security, and service.
Joined Lido: 2025
Homebase: Salt Lake City, UT
Professional Focus: Helps families to align their resources with their life's purpose and stay on track through thoughtful, long-term financial planning. She brings a disciplined, client-centered approach rooted in empathy, consistency, and care; qualities she attributes to both her upbringing and her years of musical study.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Marketing and Information Systems, University of Southern California
Previous Work Highlights: Began her career in the financial services industry over 20 years ago at Goldman Sachs as an analyst. She spent time at Olympus Wealth Management as a Senior Wealth Advisor prior to its partnership with Lido in 2025. She currently serves on the ACG Utah Women’s Professional Network leadership committee, leading strategic partnership efforts to connect and empower women in business.
Personal Facts: A lifelong pianist, she studied for 13 years at Vanderbilt University’s Blair School of Music, earning state-level recognition for solo performance and performing with the school’s symphony. She also has a background in Korean folk dance and enjoys activities that strengthen her sense of community and connection.
