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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)
Ameritas
Corebridge - formerly AIG
F&G
LSW
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.

About SYNCIS

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

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  • How to Rebuild Your Rainy-Day Fund After an Emergency
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  • Steps You Can Take To Secure Your Retirement Today
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  • The Value of Simplicity
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  • To Build Your Business, Put Yourself Out There
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  • How to Prepare for Change
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    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.

    The views and opinions expressed on this webpage are those of the Associate named above and do not necessarily represent the views, practices, or policies of SYNCIS or its affiliated companies.

    SYNCIS has used reasonable efforts in collecting, preparing and providing the information regarding licenses or carrier appointments on this webpage, but does not warrant or guarantee the accuracy, completeness, adequacy or currency of such information.

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