Advisor profile


We are 'Ohana Serving 'Ohana

We center our practice on you, with ohana (family)at the heart of our process. Our team focuses on helping you preserve your wealth so you can maintain your lifestyle now and in retirement, with a multigenerational planning process designed to benefit families.

We honor your unique profile and will diligently work with you to create a financial plan that is tailored to your family’s goals.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Investment Management
  • Wealth Preservation Strategies
  • Charitable Giving
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist

Education

  • Claremont McKenna College, BA, Economics, 1993
  • Claremont McKenna College, BA, Government, 1993
  • Chaminade University, MBA, 1994

Interests

  • My family; of two boys and wife, is my passion in life.
  • Enjoy watching and assisting in University of Hawaii Athletics

Community participation

  • UH Athletics - NaKoa - Past President
  • Rainbow Warriors Basketball Club - Vice President
  • Ahahui Koa Anuenue - Past Board Member
  • Drug Free Hawaii - Past President
  • Rotary Club of Pearlridge

Awards & recognition

  • Forbes Best in State Wealth Advisors; #1 in Hawaii, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Barron’s Top 1,200 Financial Advisors, 2022
  • Financial Times 400 Top Financial Advisers List ; #1 in Hawaii, 2019 - 2020
  • Financial Times 400 Top Financial Advisers list , 2019 - 2020
  • Barron’s® Top 1,200 FinancialAdvisors: #1 in Hawaii , 2017
  • Barron’s ®Top 1,000 Financial Advisors: #1 in Hawaii , 2013
  • Barron’s ®Top 1,000 Financial Advisors , 2010-2012
  • U.S. SBA
    Small Business Person of the Year City and County of Honolulu, 2020
  • Forbes Best in State Wealth Advisors; #1 in Hawaii , 2020, 2021
  • Ameriprise Circle of Success, 2020
  • Ranked #1 in Hawai'i on the list of Barron's Top 1,200 Financial Advisors, 2022

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.