Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Life Stages Wealth Solutions, Ameriprise Client Experience Award, 2020
  • Wayne T Kaneta, Ameriprise Circle of Success, 1990,1998-2002,2004,2006-2007, 2019-2020

Community participation

Life Stages Wealth Solutions

Our team recently participated in a great community service effort working with the Hawaii Foodbank! The team volunteered throughout the day distributing fresh produce such as onions, potatoes, carrots and much more! There were also countless boxes of cereal, breads, snacks and chips that were provided to the families of Wahiawa! It was a lot of hard work, but a small price to pay to see the appreciation and smiling faces of everyone receiving their box of food supplies! It was an eye opening experience, hard work, and we all couldn't believe this event takes place twice a month with just a few people.