Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

George Murakami

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about George Murakami Visit George Murakami's website

Gail M Hamada

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gail M Hamada Visit Gail M Hamada's website

Lincoln K Koike

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lincoln K Koike Visit Lincoln K Koike's website

Stacia Murray

CFP®, BFA, CRPC, ChFC®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stacia Murray Visit Stacia Murray's website

Jared K Yuen

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jared K Yuen Visit Jared K Yuen's website


Our team

Sarah Lee M. Nakajima

Sarah Lee M. Nakajima

Client Service Manager

Sasha Colbert

Sasha Colbert

Office Manager

Qualifications

  • Notary Public
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Tasha Manner-Kalilikane

Tasha Manner-Kalilikane

Operations Director,

Client Service Manager

Qualifications

  • University of Hawaii, Honolulu, HI

Roles & Responsibilities

  • Helping to Manage Lincoln's Team
  • Creating an Amazing Client Experience
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Lorene Watasaki

Lorene Watasaki

Receptionist

Ryan Inouye

Ryan Inouye

Paraplanner

Qualifications

  • Whittier College, Whittier, CA
  • Chaminade University, Honolulu, HI - MBA
  • Series 7 licensed
  • Series 66 & 63 licensed

Roles & Responsibilities

  • Processing Transactions
  • Application Paperwork and Rollovers
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Gavin M. Murakami

Gavin M. Murakami

Assistant

Rance Yanabu

Rance Yanabu

Financial Planning Assistant

Lance Tauoa

Lance Tauoa

Client Service Coordinator

Deepak Raghunath

Deepak Raghunath

Financial Planning Analyst

Rylen Ochiai

Rylen Ochiai

Financial Planning Specialist

Abhishek Joshi

Abhishek Joshi

Client Service Specialist