Helping others isn’t just my job—it’s my heritage. Growing up in Hawai’i, I learned early on that supporting your community is an honorable responsibility. After graduating from Menlo College, I found my calling in financial services, where I focus on turning complex investment concepts into clear, actionable education for my clients.
I don’t believe in “one size fits all” models. Instead, I focus on building customized solutions that align with your specific goals, wants, and needs through a dedicated 3D approach:
- Discovery: Understanding your history and your “why.”
- Design: Strategizing to solve the unique gaps in your plan.
- Deploy: Taking action with confidence while we monitor progress together.
Beyond the numbers, my wife and I are fitness enthusiasts and die-hard fans of the Minnesota Vikings and the Golden State Warriors.
If you’re looking for a partner to help you plan for the future, I look forward to hearing from you.