A different Kind of Childhood

Most kids don’t grow up reading financial reports or analyzing investment trends. But for me, finance was second nature from an early age.

By the time I was eight, I was managing my own investment portfolio. My father, a real estate developer, taught me how to evaluate opportunities and assess risks. He challenged me to predict which neighborhoods would grow next—and more importantly, explain why.

While my friends were immersed in Harry Potter, I was captivated by the stock market. While they idolized The Jonas Brothers, I idolized Warren Buffett. On Christmas mornings, while most kids were tearing into presents, I was reviewing my portfolio’s performance and strategizing for the upcoming year. Before middle school, I could break down the differences between ETFs and mutual funds and weigh the trade-offs between a Roth IRA and a traditional IRA with ease. 

That early exposure gave me a unique lens for recognizing trends, problem-solving, and understanding the forces that drive financial success. It shaped the way I think—always looking beyond the surface, asking better questions, and constantly striving to improve.

My goal has never been to just be like someone I admire. It’s to be better.

From Academia to Impact

I pursued a Bachelor’s degree in Mathematical Economics from Wake Forest University, spending two semesters abroad studying at the London School of Economics and the University of Cambridge at King’s College. Later, I earned a Master’s in Data Science.

The first six years of my career were spent in the health insurance industry, working to bridge health disparities and make healthcare more affordable. But in 2020, I had a realization: the system wasn’t going to change the way I had hoped. At the same time, the world felt like it was unraveling. It was a wake-up call.

I decided to return to my foundation—finance—but with a fresh perspective. I wanted to make complex financial concepts accessible, actionable, and, most importantly, effective.

Building Something Different

That’s why I left my 9-to-5 and founded Creative Breakdown LLC—a company built on the idea that data, when properly harnessed, can unlock smarter financial decisions. My mission is to create a platform that takes both traditional and unconventional data, distills it into meaningful insights, and presents it in a way that transcends confusion.

I firmly believe that anyone can learn and apply financial principles to achieve security and freedom. Finance doesn’t have to be intimidating—it just has to be explained better.

And that’s exactly what I intend to do.