Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
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
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist

Education

  • BS, University of Hawaii at Manoa

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2019

Community participation

  • Pest Control Board, State of Hawaii - Past Board Member
  • St. Clement's Preschool - Past Board Member
  • Japanese Cultural Center of Hawaii - Past Board of Governor
  • Hawaii Yacht Club - Past Member
  • Navy League of the United States - Lifetime Member
  • Punahou Aquatics - Past Treasurer
  • Assets School - Past Board of Trustee
  • Contractors License Board, State of Hawaii - Board Member

Interests

My greatest joy is to spend time with my family. Cheri and our sons, Tate and Drew, love outdoor activities like swimming, running, and golfing. When I'm not talking care of the yard or golfing, I spend much of my time giving back to the community through Non Profit or Government Boards.

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.