Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Retirement Income Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Hawaii, BBA in Finance

Interests

  • Spending time with Family & Friends
  • Baseball

Community participation

  • Toys for Tots
  • Hawaii Foodbank

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016, 2017
  • Ameriprise Client Experience Award, 2021

Professional associations

  • Chamber of Commerce Hawaii