Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Small Business
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist

Education

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

Interests

Golf, Softball and Racquetball

Walking my dogs, Pixie and Moose

Spending time with my 2 daughters

Community participation

Coach of youth softball