I am a USAF veteran with two degrees in business management and psychology, continuing to serve our communities and families throughout North America with my wife, Koeun Tri in the financial services industry. We have 5 kids and understand the importance of passing down systems and financial literacy to continue empowering them and future generations.
As a licensed financial professional and mentor, I am committed to closing the financial literacy gap in our communities. Through the Miliare Group, we provide education-first strategies that empower families to build, protect, and transfer wealth with intention.
But this mission is bigger than one person.
There is a massive need for trusted financial educators and advisors who are willing to serve families with integrity and vision. That’s why I am also passionate about mentoring professionals who want to expand their impact, increase their income, and help families achieve financial independence.
Our focus areas include:
Cash flow optimization
Debt management
Emergency fund planning
Proper protection strategies
Asset accumulation
Wealth preservation
Long-term care planning
College funding strategies
Financial independence doesn’t happen by chance — it happens by design.
And we are building leaders who are ready to design it.
