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

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BBA, Marketing, University of Hawaii at Manoa, Honolulu, HI

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2017, 2019
  • Ameriprise Circle of Success, 2001, 2005, 2007, 2009, 2012-2014, 2017-2023
  • Ameriprise Circle of Success Diamond Ring, 2022

Community participation

- InvestWrite, judge

- Ameriprise Independent Study Program Advisor

Interests

  • Married, with one son (Cobi), one daughter (Kayla), cat (Uni), dog (Charlie)
  • Finding the best airline promotions and upgrade programs
  • Finding any tips and tricks for Disneyland/World trips
  • Assistant Coach for Cobi's Baseball Team

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.