Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Intergenerational Planning
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

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.

Community participation

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

Awards & recognition

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

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

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.