Advisor profile


What you can expect when you work with me

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.

Get started
30
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
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®
  • FINRA Series 7, 63,65
  • Insurance Licneses: Life, Accident & Health or Sickness, Variable Life/Annuities

Education

  • MBA - Business Management - Hawaii Pacific University
  • BBA - Accounting - University of Hawaii

Professional associations

  • Downtown Business Association
  • Higher Ground Hawaii Board

Previous experience

  • Senior VP - Investment Officer, Wells Fargo Clearing Services, LLC, 2003-2017
  • Financial Advisor, Prudential Securities Inc, 1994-2003

Community participation

Hawaii Foodbank

Next Step Shelter

Interests

Music

Skiing

Hiking

Watching UH sports