Advisor profile


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22
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

Qualifications

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

Education

  • Life Christian University - Master of Theology

Awards & recognition

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

Community participation

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

Interests

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.