Advisor profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • FINRA Series 7, 66 and Life and Health Insurance


  • Life Christian University - Master of Theology

Awards & recognition

  • Ameriprise Client Experience Award, 2020,2023
  • Ameriprise Ultimate Digital Excellence Award, 2021,2023

Community participation

    • Inspire Church - Member
    • German Benevolent Society - Treasurer
    • German Club Hawaii - President
    • Anuenue Canoe Club - Paddler


In addition to homeschooling, my wife Christine and I enjoy doing outdoor activities and traveling with our 2 children, Kaui and Kianna. We are active at our church though serving various outreach activities.

I love to paddle traditional Hawaiian 6-man outrigger canoe, and I belong to Anuenue Canoe Club with the legendary Uncle Nappy. Being out in the ocean, enjoying Gods creation, helps me to recharge and energize.

Since I moved here from Germany, I also enjoy cultural activities through the German Club - I helped to establish and the German Benevolent Society which was founded back in 1858.