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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Saving for Education


  • California Baptist University Bachelor of Science

Community participation

  • Hawaii Chamber of Commerce -- Ambassador
  • Sales and Marketing Executives International -- Past President and current Membership Chair
  • US Navy League -- Honolulu Chapter -- President January
  • Rotary District 5000 RYLA Chair
  • Coalition for a Drug Free Hawaii -- Board Member
  • YMCA Central Branch -- Board Member & Major Gifts Chair
  • Rotary Club Waikiki -- Past President
  • Rotary District 5000 -- Rotoract Co-Chair
  • Robotics Organizing Committee -- Board Member


Hiking, Cycling

Professional Photographer

Spending time spoiling my grandchildren