Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Hawaii Wealth and Legacy Planning Group
Team photo for Hawaii Wealth and Legacy Planning Group

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Our advisors

Advisor photo for George Tokuo Murakami

George Tokuo Murakami

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about George Tokuo Murakami Visit George Tokuo Murakami's website
Advisor photo for Gail M Hamada

Gail M Hamada

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Gail M Hamada Visit Gail M Hamada's website
Advisor photo for Lincoln K Koike

Lincoln K Koike

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lincoln K Koike Visit Lincoln K Koike's website
Advisor photo for Stacia Murray

Stacia Murray

CFP®, BFA, CRPC, ChFC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Stacia Murray Visit Stacia Murray's website
Advisor photo for Jared K Yuen

Jared K Yuen

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jared K Yuen Visit Jared K Yuen's website
Advisor photo for Curtis Watasaki

Curtis Watasaki

CFS®

Financial Advisor

Learn more about Curtis Watasaki Visit Curtis Watasaki's website
Advisor photo for Scott Hamilton

Scott Hamilton

Associate Financial Advisor

Learn more about Scott Hamilton Visit Scott Hamilton's website


Our team

Sarah Lee M. Nakajima

Sarah Lee M. Nakajima

Client Service Manager

Sasha Colbert

Sasha Colbert

Office Manager

Qualifications

  • Notary Public
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Tasha Manner-Kalilikane

Tasha Manner-Kalilikane

Operations Director,

Client Service Manager

Qualifications

  • University of Hawaii, Honolulu, HI

Roles & Responsibilities

  • Helping to Manage Lincoln's Team
  • Creating an Amazing Client Experience
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Lorene Watasaki

Lorene Watasaki

Receptionist

Ryan Inouye

Ryan Inouye

Paraplanner

Qualifications

  • Whittier College, Whittier, CA
  • Chaminade University, Honolulu, HI - MBA
  • Series 7 licensed
  • Series 66 & 63 licensed

Roles & Responsibilities

  • Processing Transactions
  • Application Paperwork and Rollovers
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Gavin M. Murakami

Gavin M. Murakami

Assistant

Rance Yanabu

Rance Yanabu

Financial Planning Assistant

Lance Tauoa

Lance Tauoa

Client Service Coordinator

Deepak Raghunath

Deepak Raghunath

Financial Planning Analyst

Rylen Ochiai

Rylen Ochiai

Financial Planning Specialist

Abhishek Joshi

Abhishek Joshi

Client Service Specialist