Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

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

Awards & recognition

  • Ohana Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2022
  • Five Star Wealth Manager, 2013, 2014, 2016, 2017

Community participation

Toys for Tots

Hawaii Food Bank Food Drive

I9 SPORTS CORPORATION coach

Interests

  • Spending time with family
  • Golf
  • Basketball
  • Traveling

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.