Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Community participation

Member, Rotary Club of Waikiki, 2007 to Present, President 2015-2016

Interests

  • One of my passions is traveling- caught the wanderlust bug at 16 and haven't stopped. I feel that traveling brings people together, empathy and peace through understanding. I have the best fun asking clients "so, where are you traveling next?"
  • In 2016, I am officially an empty-nester, my daughter is in the East Coast for college and having such a great time
  • 2017 marks my 17th year in the industry- there is never a dull moment and truly satisfying to work with clients to define and work towards their goals