Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Awards & recognition

  • Cassidy E Tepper, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Azure Wealth Advisors, Ameriprise Client Experience Award, 2020-2021

Community participation

Connectedness, Community and Stewardship.
Connectedness, Community and Stewardship.

We are reminded every day how fortunate we are to live in paradise. One of the things that makes Hawai'i such a special place is the many people who devote their lives and careers to serving our community. That’s why we are grateful for the opportunity to thank and support them by volunteering on boards and community service projects. Each day we strive to embody the Hawai'i values of connectedness, community and stewardship.

Our photos

4 albums
close