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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Investments
  • Retirement Income Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving
16
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℠

Education

  • BA, Marketing & Management, Univeristy of Hawaii at Manoa, Honolulu, Hawaii

Interests

  • Spending time with friends, family, and 2 dogs is what I like to do the most.
  • Movies - I am a big fan of the Marvel, DC, and Star Wars franchises. I am a huge movie buff.
  • Music - I love the 80s and 90s era, but I appreciate all types of music.
  • Sports - The NFL is my favorite sport to watch. I like all the teams but my favorite team is the Miami Dolphins. (Hopefully they can get to a Super Bowl in my lifetime!)

Community participation

Toys for Tots

Hawaii Food Bank

Hawaiian Humane Society

Boys and Girls Club of Hawaii

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017, 2019