Mobile Phone: (808) 295-2461
I was born and raised in Honolulu, Hawaii and a graduate of Maryknoll High School. I have a BBS in Finance and Management and have been in the finance industry since 2001. I am married with 2 wonderful daughters.
My goal is to help educate my clients and their families on their options for saving and investing for their future. I like to work with clients of all ages and their families so everyone is on the "same page" when it comes to future planning. I try to keep things simple so investing is an exciting topic instead of a dreaded one. I help clients with everything from creating a budget to creating an income stream in retirement.
I focus in retirement planning, but also work with life insurance, education savings, long term care planning and wealth management strategies.
I look forward to meeting you.