Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®

Education

  • BS-Management, University of Phoenix, Honolulu, HI

Previous experience

  • Portfolio Manager, Bank of Hawaii, 2002-2005
  • Assistant Vice President, Pacific Century Investment Services, 1999-2002
  • Financial Advisor, American Express Financial Advisors, 1994-1999

Community participation

Board member, YMCA Leeward Branch

Board member, Friends of Waipahu High School

Former board member, Aloha Medical Mission

Volunteer, Child and Family Service

Member, Oahu Country Club

Member, Elks Lodge 616

Interests

I enjoy traveling to different places and learning about its history. Dancing is a fun way to get in some exercise, and so is walking. Baking is a nice release for my creative side. Social media keeps me in touch with the world. Audio books aligns with my lifelong learning outlook. And, there is nothing better than spending time with family and friends.