After receiving my Bachelor’s degree from Menlo College, I found my calling as a Financial Advisor with Addison Avenue Investment Services. Being born in Hawai’i, I was raised to believe that lending a hand to others was second nature. This industry allows me to help others and requires me to be more of an educator than just a Financial Advisor. Building meaningful relationships with my clients allows me to create customized solutions designed to align their goals, wants, needs, and even wishes.
When it comes to investments, your journey begins with my 3D process: Discovery, Design, and Deploy.
- Discovery - During this time we will analyze your current financial situation. Next, we will review your investment experience/process, understand what risk means to you, and form your future goals.
- Design - We will discuss various strategies to construct a customized game plan to solve for the gaps between you and your goals.
- Deploy - When you are confident with the design of your game plan, we will begin putting it into action, while monitoring and adjusting along the way.
Once your plan is set, we will have ongoing contact to review and adjust your strategy to accommodate the ever-changing world of investments and life.
When I am not at work, I enjoy spending time with ‘Ohana (family) and friends. I also enjoy physical fitness, watching Minnesota Vikings Football and, of course, cheering on our Golden State Warriors.
If you or someone you know would like to start planning for the future, call me. I look forward to connecting with you.
Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #OK11808