Yerim made the leap to Brio—welcoming the challenge and growth that comes with joining a fast-paced, people-first RIA. She was drawn to Brio’s collaborative spirit and deep-rooted love for what they do. With a passion for behavioral finance and a future goal of becoming a financial therapist (CFT® designation, here she comes!) in addition to a Financial Advisor, Yerim is on a mission to learn everything she can. She’s got a fire in her belly and a sponge-like appetite for knowledge. Brio’s glad to have her!
EDUCATION, CERTIFICATIONS & ACCREDITATIONS
- CFP® Certification Program - Boston University
- Bachelor of Science in Financial Mathematics – Ohio State University
- CERTIFIED FINANCIAL PLANNER™ certification
- Series 65 Uniform Investment Adviser Law Exam - NASAA 2022
LIFE PASSIONS
Outside the office, you’ll find her soaking up the beauty of the natural world—hiking, backpacking, and camping with her husband Nathan and their rough-and-tumble border collie, Mika. Her dream trip? Iceland—for its sweeping landscapes and all that cozy cold. And if she could be on any TV show? It’d be The Amazing Race—adventure, strategy, and bonding time with Nathan? Sign her up.