"My parents came to this country as immigrants, starting from nothing to build a life here. It wasn't until I began my career in the financial world that I understood how their advisor had prioritized his commissions over their well-being — pushing them into products that benefited him, not them. The reality is, the system was never set up to serve their best interests. Or yours."

My path to becoming a fiduciary advisor started in trading. With a Master's Degree in Computer Science and a Bachelor's in Chemistry, I have always approached finance not as a sales pitch, but as a hard science.

Trading keyboards — Chicago Board of Trade

When a startup trading firm at the Chicago Board of Trade came calling, I took the shot. By the end of my rookie year, I was transacting over $1 billion in US Treasury Notes daily—one of Chicago's biggest bond traders, consistently delivering the highest profits for the firm year after year.

I went on to serve as Vice President and Director of Discretionary Trading Operations, transforming a manual, proprietary trading shop into one of Chicago's most prominent technology-driven trading firms.

To deepen my command of financial science — portfolio theory, markets, and the economics of decision-making — I earned my MBA from the University of Chicago Booth School of Business, the global epicenter of evidence-based investing.

Then something changed everything. I discovered my own immigrant parents were being exploited by their financial advisor — quietly overcharged and steered into products that served the advisor, not them. This wasn't a mistake. It was the industry working exactly as designed.

So I left.

I founded SCM Investment Services to bring that same institutional-grade rigor to everyday investors. Built on a simple belief: everyone deserves honest, knowledgeable financial advice from someone legally required to put their interests first. No commissions. No conflicts. No exceptions.

Outside of work, I spend time with my kids, cycle, read, cheer for Liverpool FC, and try to give back to the communities I serve.

I've been quoted as a financial expert in CNN Money, the Chicago Tribune, Fortune, US News, and Investment News.