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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning

Education

  • Bachelor's (Economics) University of Hawaii at Manoa Honolulu, Hawaii
  • High School Diploma - Maryknoll High School Honolulu, Hawaii

Awards & recognition

  • Ho'ea - Wealth Advisory Group, Forbes Top Wealth Management Teams: High Net Worth, 2022-2023
  • Ho'ea - Wealth Advisory Group, Ameriprise Client Experience Award, 2023

Community participation

  • Chamber of Commerce Young Professionals
  • Coalition for a Drug-Free Hawaii

Interests

Muay Thai / Guitar / Aquariums / Golf

My photos

2 albums
close