UAK Diversified Wealth Advisors
I am co-owner of UAK Diversified with my husband, Ujae (UJ). I am responsible for client relationships and financial planning. I have a Master's Degree from Indiana University Bloomington and am a Certified Financial Planner. When Ujae and I work with clients on financial planning or investment management, we work to achieve these goals: Help clients avoid making costly financial mistakes. Educate our clients so they better understand their finances. Strive to alleviate clients’ emotions and stress with their finances. Call clients before and during a down market to help them understand what is happening. Save clients’ time so that they can do things that interest them most and have peace of mind.
Charge much lower all-inclusive expenses and fees than most other advisors.
Provide transparent and objective performance comparisons against leading allocated mutual funds.
Outside of our business, music is a big part of my life. I am a concert pianist and composer. My mom was my first teacher. I also enjoy swimming and skiing with Ujae and our four boys as well as reading biographies and spending time outside.