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
  • Wealth Preservation Strategies
  • Saving for Education
13
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

Education

  • University of Hawaii, BA, Finance, 2005-2009

Interests

  • My family ; wife and 3 year old daughter
  • Playing and watching basketball and volleyball
  • Spear fishing

Community participation

Volunteer for the Special Olympics

McKinley Business Academy

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

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.