Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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 Plan Distribution
  • Saving for Education
  • Intergenerational Planning


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


  • BBA University of Hawaii - Finance

Awards & recognition

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

Community participation

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


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.