Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • California Baptist University Bachelor of Science

Interests

Hiking, Cycling

Professional Photographer

Spending time spoiling my grandchildren

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