Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

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39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care
  • CMFC™ Chartered Mutual Fund Counselor™

Education

  • BBA University of Hawaii - Finance

Awards & recognition

  • Life Stages Wealth Solutions, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Ameriprise Circle of Success, 1990, 1998-2002, 2004, 2006-2007, 2019-2023
  • Ameriprise Circle of Success Diamond Ring, 2022

Honored to receive recognition

All of us at Life Stages Wealth Solutions are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Life Stages Wealth Solutions team and the great experience we work so hard to provide for our clients every day

Community participation

  • Toys for Tots Hawaii
  • Hawaiian Humane Society
  • Hawaii Foodbank
  • Honolulu Marathon
  • Hawaii Literacy

Interests

When not servicing my clients, I am very family oriented and love spending quality time with my family. We enjoy trying different local coffee shops on the weekend and going to the local farmers market.I love cooking with my daughters and working in the garden with my wife. Currently, we are growing several types of tomatoes, green onions, chili peppers and more! We also have a growing variety of plants and succulents.We enjoy taking our family dog Harley out for walks.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.