My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Loyola Marymount University, BS Biology 95'

Community participation

  • I volunteer as a College & Career Mentor at Roosevelt High School in North Portland

Interests

  • Originally from Hawaii, I grew up surfing on the Big Island
  • Graduated with a B.S. in Biology from Loyola Marymount in LA
  • I am an avid fitness enthusiast; hiking/biking/running/P90X
  • I also enjoy reading, playing guitar and traveling

My photos

2 albums
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