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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Loyola Marymount University, BS Biology 95'

Community participation

  • I volunteer as a College & Career Mentor at Roosevelt High School in North Portland

Interests

  • Originally from Hawaii, I grew up surfing on the Big Island
  • Graduated with a B.S. in Biology from Loyola Marymount in LA
  • I am an avid fitness enthusiast; hiking/biking/running/P90X
  • I also enjoy reading, playing guitar and traveling

My photos

2 albums
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