Advisor profile


What you can expect when you work with me

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

When you work with me, 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
24
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
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Phoenix, 1999, BS Bachelor of Science Business Administration

Community participation

  • Volunteer, Kamehameha Schools Kapālama; Kamehameha Swim Club
  • Volunteer, Coaching youth soccer, basketball and volleyball
  • Regular Blood Donor

Interests

  • Family activities, traveling
  • Soccer, coaching youth soccer & basketball, beach activities
  • working on my personal growth and development
  • practicing and learning about the art of Feng Shui