I get to do what I have a passion for – help clients with managing their assets and to prepare for living in retirement.

Since 1996, I have been dedicated to helping clients understand their personal and family finances. I've been through bull markets and bear markets, the dot com bubble and the financial crisis of the Great Recession.

With my knowledge of investment and insurance solutions, I provide holistic and straight-forward advice that helps you work toward achieving your financial dreams and goals. My passion for helping ties in perfectly with the Edward Jones belief that we are partners on your journey. I do what I do so you feel confident about your financial wellbeing.

I have lived in Hawaii Kai since 1997 with my wife, Tisha. Together, we have three children, with our oldest attending Tisha's alma mater, Kaiser High School. When the kids aren't playing with Sariah (our adopted canine from the Humane Society), we enjoy spending time in the great outdoors, hanging out with friends and family and traveling.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Camping
  • Hiking
  • Gardening
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More