My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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23
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
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

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

Awards & recognition

  • Ohana Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2026
  • Ohana Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2022, 2024
  • Five Star Wealth Manager, 2013, 2014, 2016, 2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Toys for Tots

Hawaii Food Bank Food Drive

I9 SPORTS CORPORATION coach

Interests

  • Spending time with family
  • Golf
  • Basketball
  • Traveling

My photos

3 albums
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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 for 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.