Ji began her career launching, running, and advising small to mid-sized businesses—giving her firsthand insight into the challenges owners face in building strong teams and managing affordable benefits.

Today, she brings that entrepreneurial mindset to the GOALL Program, helping companies design tax-efficient benefit packages that improve employee retention and support smarter retirement strategies.

As a licensed insurance professional and Series 65 Investment Adviser Representative, Ji combines protection-first planning with fiduciary responsibility to deliver well-rounded financial solutions.

She’s passionate about making financial strategies simple, practical, and accessible for both business owners and their teams.

Outside of work, Ji enjoys writing, hiking, horseback riding, and spending time with her adult daughter.