Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • BA, Public Administration, University of Hawaii at Manoa, Honolulu, HI

Interests

  • Spending time with family
  • Golf
  • Basketball
  • Traveling

Community participation

Toys for Tots

Hawaii Food Bank Food Drive

I9 SPORTS CORPORATION coach

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016, 2017