Throughout my career, it’s always been a passion of mine to help people. And with over a decade of experience in the investments/ finance industry, I’ve been blessed to have the opportunity to pursue this passion on a regular basis.
I like to take a holistic approach during financial reviews with clients and am always very methodical in the process. It’s important to me that I get to know you and your financial goals before making any recommendations. The better I understand your needs, wants and values, the better financial partner I can be throughout this journey. This allows me to find the best options for your specific situation and build a better relationship with you as we continue to work together into the future.
I graduated from the University of Indonesia in 2002 with an accounting degree and gained several years of experience in the finance and investments industries before moving to the United States in 2007. I joined First Technology Federal Credit Union in 2021 and moved over to Addison Avenue Investment Services in 2022.
When outside of the office, I enjoy spending time with my daughter, working on puzzles, crafting, watching movies and playing board games. I also enjoy traveling and camping when possible.
Qualifications: holds series 66 and 7 securities licenses; life and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.