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

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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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

Interests

Music

Skiing

Hiking

Watching UH sports

Community participation

Hawaii Foodbank

Next Step Shelter

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