My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Financial Planning for Small Business
  • Estate Planning Strategies

Education

  • BA, Bachelor of Arts, Economics, University of Hawaii, Honolulu, HI

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Coach of youth softball

Interests

Golf, Softball and Racquetball

Walking my dogs, Pixie and Moose

Spending time with my 2 daughters

My photos

1 albums
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