Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
7
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℠
  • CLTC® Certified Long Term Care®
  • Series 7
  • Series 66
  • Hawaii, Oregon, Nevada Insurance Producer

Education

  • Bachelor of Arts in Business Administration - Finance, University of Hawaii West Oahu, 2013

Interests

  • Gardening/urban farming - sustainable living
  • Cooking with the freshest ingredients
  • Exercising - retaining my youth
  • Hiking
  • Oceanic Adventures: Surf, dive/snorkel, floating --- anything to bring me back to nature
  • Traveling - experiencing new cultures and unique architecture