Team profile


What you can expect when you work with us

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

When you work with us, 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

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Family Finances
  • Small Business
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Investments
  • Employee Stock Options
  • Saving for Education

Awards & recognition

  • TruCairn Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • TruCairn Advisors, Ameriprise Client Experience Award, 2022-2023
  • Michael Metzger, Five Star Wealth Manager, 2012-2024
  • Michael Metzger, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Steven Kumagai, Financial Times 400 Top Financial Advisers, 2019
  • Steven Kumagai, Ameriprise Circle of Success, 2005-2010, 2012-2017

Community participation

TruCairn Team helping Hearts and Hammers with a local project!
TruCairn Team helping Hearts and Hammers with a local project!