Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law
  • Life and Health Insurance


  • University of Denver, B.S.B.A Finance; Minor, Chinese

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Azure Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020
  • Ameriprise Circle of Success, 2018-2022

Community participation

I enjoy supporting Shriners Hospital for Children in Honolulu, Hawaii. The hospital provides a wide range of support for children with orthopedic conditions, burns, spinal cord injuries, and cleft lip and palate are eligible for care and receive all services in a family-centered environment, regardless of the patients’ ability to pay. To learn more please visit the link below. Thank you!


I'm an avid paddler and ocean enthusiast who enjoys dining in Waikiki and Kaka'ako with family and friends. I also enjoy free diving at Two Step Beach at Honaunau Bay on the Big Island. I often work between Honolulu, Oahu and Kailua-Kona, Big Island throughout the year.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.