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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Saving for Education

Education

  • California Baptist University Bachelor of Science

Community participation

  • Hawaii Chamber of Commerce -- Ambassador
  • Sales and Marketing Executives International -- Past President and current Membership Chair
  • US Navy League -- Honolulu Chapter -- President January
  • Rotary District 5000 RYLA Chair
  • Coalition for a Drug Free Hawaii -- Board Member
  • YMCA Central Branch -- Board Member & Major Gifts Chair
  • Rotary Club Waikiki -- Past President
  • Rotary District 5000 -- Rotoract Co-Chair
  • Robotics Organizing Committee -- Board Member

Interests

Hiking, Cycling

Professional Photographer

Spending time spoiling my grandchildren