Address:
385 S Main Street
Zionsville, IN 46077
Serving the Carmel, IN region and Banking Centers
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Experience
- Financial services industry professional since 1994
- Joined Old National Investments in 2009
Education
- Bachelor’s degree in marketing/advertising from Indiana University
- MBA-MIM from University of St. Thomas
Community Involvement
- Youth soccer coach at Zionsville Youth Soccer Association
(USSF National C License holder)
Originally from Seoul, South Korea, I now reside in Carmel, Indiana, and have been serving the area along with the northern suburbs of Indianapolis since 1998.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Steph Johnson at 812-464-1365 or Steph.Johnson@onbinvestments.com.