My desire is to help create unique and innovative financial strategies that will provide long-term personal and financial success for a diverse clientele. The success experienced by my clients is a personal reward, as I enjoy working with growing families, small businesses, professional athletes, medical professionals, and the LGBTQIA community. My approach focuses on awareness of and making prudent choices around your financial core values. Knowing your own value system is the best way to determine what matters most to you, set your priorities, and accomplish financial goals. I have made a commitment to exclusively work with clients who are “good people” (caring and responsible), in the growth phase of their career/business/practice, and willing to contribute the necessary efforts to work in harmony with me and my comprehensive team of specialists. You will receive the same 5-Star level of service regardless of the size of your net worth, financial objectives, or dreams.
A little about me, I come from humble beginnings being born in a refugee camp in south Thailand. I’m Cambodian and Chinese and the youngest of nine children. I attended the University of Pennsylvania studying Economics and completed my educational journey with a B.S. degree in Entrepreneurial Management and Psychology at the Carlson School of Management. Prior to joining Foster Klima & Co. I owned three small businesses, and through this time developed a skill and love of helping others find solutions to their problems and needs. I am a member of the National Association of Insurance and Financial Advisor (NAIFA), University of MN Alumni Association, and Carlson’s Entrepreneurship Club. I’m also a supporter of the Human Rights Campaign, MN AIDS Walk, Feed My Starving Children, and 10,000 Villages. I appreciate different cultures, languages, and enjoy speaking Khmer and Spanish whenever possible. Other passions I dedicate my time and energy to include trying new cuisines, dance (ballet, contemporary, and hip hop), playing/supporting competitive beach and indoor volleyball, and geeking out to nature and science documentaries on Netflix.
Products & Services
- Business & Succession Planning
- Debt & Tax Reduction Strategies
- Employee & Executive Benefits
- Estate Planning & Charitable Giving
- Life & Disability Income Protection
- Retirement Planning
- Wealth Accumulation & Distribution
Financial Representative of Guardian.