Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®

Education

  • University of Hawaii, Manoa
  • Bachelor of Business Administration, Finance & Marketing

Awards & recognition

  • Premier Protection award, RiverSource Life Insurance Company, 2014

Community participation

Community involvement is an important value of our practice. On May 18, together with clients, we collected more than 600 pounds of food for donation to the Hawaii FoodBank.

Interests

  • In my free time, I like to spend time with family and friends.
  • I also enjoy traveling to new destinations.

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.