Joining the financial industry in 2013, Keoni has dedicated himself to following his passion of making an impactful difference in the lives of all people he has the privilege to work with.

Keoni believes that wealth cannot simply be measured by dollars in a bank account, but rather the ability for one to live life on their own terms. With this belief, he utilizes a client centered approach to financial planning, discovering what is most important to his clients. This serves as the foundation to developing a financial plan that not only address goals of today, but is flexible enough to adapt to life’s many transitions.

Keoni completed the certificate program through Northwestern University School of Professional Studies and earned the coveted Certified Financial Planner™ certification. He currently holds the series 6, 7, 63, and 65 licenses.

Originally from Hawaii, Keoni now resides in the town of Banks, OR with his wife Jordan and their two sons, Rowen and Hayden. His greatest pleasure in life is spending time with his family. Together they enjoy time at home with their animals, tending to their garden, spontaneous trips to the coast, motocross competitions, and exploring the outdoors.