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Insurance Licenses
AL License # 3000226273
AZ License # 17858459
CA License # 4082637
CT License # 2667585
GA License # 3409126
IL License # 17858459
MN License # 40911806
NJ License # 1604247
NY License # 1441518
PA License # 853407
SC License # 17858459
TN License # 3001881835
TX License # 2782223
UT License # 955300
VA License # 1360677
Insurance Carrier Appointments
American Amicable
American National
American National (NY)
Corebridge - formerly AIG
Lafayette Life
Mutual of Omaha
National Life (NY)
North American (Annuities)

About Me

I earned Ph.D degree in applied mathematics and worked at University as a math professor. I'm still working as the committee member of math exam in the KSEA Math & Science Olympiad since 2007. As a financial professonal, my primary focus is comprehensive financial planning and provide advice in the following area: College financial Aid, retirement planning, estate and wealth transfer planning, the qualified tax deduction plan such as 401(K), pension, insurance, and annuity.


SYNCIS® is one of the top financial marketing organizations in America.

We bring together individuals, families, small business owners, and some of the largest insurance and financial services providers in America to make financial products and services more accessible to middle-income families.

Our mission is to help families attain proper financial protection and prepare for the future. Our Associates come from all walks of life and understand that many people may feel overwhelmed by the complexity of financial products.

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Money Blog

  • How to Prioritize Your Time
    by admin on April 17, 2024 at 10:31 pm

    You only have so much time each week. How can you make sure you’re moving yourself toward your professional, personal, and financial goals? When faced with a full schedule and a long list of responsibilities, you will help yourself get…

  • How to Rebuild Your Rainy-Day Fund After an Emergency
    by admin on April 15, 2024 at 10:59 pm

    Your emergency fund is meant to help you afford unforeseen but necessary expenses. Without emergency savings, you have a higher risk of falling into debt or disrupting your savings progress.  In the case that you must spend your emergency funds,…

  • How to Become More Memorable This Week
    by admin on April 8, 2024 at 11:20 pm

    Life can be hectic! How can you stand out from the weekly blur and make yourself (and your services!) more memorable? You’ll make it much easier for new, potential, and even old clients to remember you and your services if…

  • Steps You Can Take To Secure Your Retirement Today
    by admin on April 2, 2024 at 12:04 am

    While retirement might be years away, there are steps you can take today to achieve your long-term retirement goals.  You will move yourself closer to the retirement of your dreams if you: Adopt Budgeting as a Lifelong Habit. If you’re…

  • The Value of Simplicity
    by admin on March 18, 2024 at 10:32 pm

    Strive to make the most of your time each day, but don’t over-fill your plate! Your brain can only make so many decisions each day before the quality of your thought process declines, an occurrence known as “decision fatigue.” In…

  • To Build Your Business, Put Yourself Out There
    by admin on February 26, 2024 at 11:15 pm

    How can you expand your business? By reaching more people!  One of the best ways to grow your client list is to meet new people. You can connect with potential clients and make a greater professional impact this week if…

  • How to Prepare for Change
    by admin on February 21, 2024 at 10:37 pm

    While change is not necessarily predictable, it is a fact of life. Thankfully, not all change is bad; positive change often translates to personal, professional, and financial growth. Unforeseen or unwanted change, of course, can understandably be frustrating or stressful…

Contact This Professional

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    Syncis, LLC. (“SYNCIS”) is a marketing company whose affiliated companies and their independent agents (“Associate" or "Associates”) solicit and transact life insurance and other financial products and services in jurisdictions where those entities or individuals are appropriately licensed. The material on this website is not intended to, nor should it be, construed as an offer or solicitation for the purchase or sale of any specific insurance products, annuities, financial services, or other non-specified items.

    Associates are independent contractors. Associates are not licensed to sell all products in all states and may only provide products and services to individuals in those jurisdictions where they are licensed and/or appointed. Compensation is solely from the sale of approved products or services and is subject to the terms of the Compensation Guidelines published on the Associate Back Office. Please see our income disclosures for more information.

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