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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Interests

My greatest joy is to spend time with my family.  Cheri and our sons, Tate and Drew, love outdoor activities like swimming, running, biking, and baseball.  We also find it rewarding to work with other team parents in our son's sporting and scouting groups.

Community Participation

  • Pest Control Board, State of Hawaii - Past Board Member
  • St. Clement's Preschool - Past Board Member
  • Japanese Cultural Center of Hawaii - Past Board of Governor
  • Hawaii Yacht Club - Past Member
  • Navy League of the United States - Lifetime Member
  • Punahou Aquatics - Past Treasurer
  • Honolulu Japanese Golf Club - Member

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011, 2012, 2013

Education

  • BS, University of Hawaii at Manoa