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
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Business Retirement Plans
  • Charitable Giving
  • Divorce Financial Planning
  • Domestic Partner Planning
  • Estate Planning Strategies
26
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
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Business Adminstration, University of Hawaii
  • Master of Science, University of Hawaii

Interests

  • Family and church are my passion.
  • Enjoy watching sports.
  • Love travelling to foreign countries.
  • Broadway shows and musical plays.
  • Spa day with friends.

Community participation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Ameriprise Circle of Success, 2015-2020
  • Five Star Wealth Manager, 2014-2016

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. I’m so grateful to be honored as the #5 ranked advisor in Hawaii. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.