From a young age, I had a passion for helping others, teaching and coaching. I naturally gravitated to these activities, my first job teaching swim lessons at a local pool, to volunteer coaching youth wrestling while in high school, then continuing my college education to become a pastor. Even now, I am a volunteer Brazilian jiujitsu instructor. Edward Jones was a perfect place for me to meld these three passions.

I work best with individuals, families and business owners who are serious about their financial goals. With all the years of teaching and coaching, I have learned that no two students or athletes are exactly the same and that each individual has different goals and outcomes they wish to achieve, needing different strategies to achieve their goals. I take the time to try to understand what is important to each individual and to create a personal strategy that just right for each client so that we can achieve those goals.

Just as a coach is expected to not just show up on game days, but also have practices where the real work is done, we as a branch strive to maintain constant proactive contact and coaching with our clients so when game day comes, there will be no surprises. Just like every great coach has an amazing coaching staff, I have Kimberley Miller, my branch office administrator who helps provide the most ideal client experience. We are very fortunate to be able to serve the people of Kaneohe, and we are eager to help serve even more people.

In my free time, I am an active Brazilian jiujitsu black belt and I am often getting ready for tournaments both locally and internationally. I am also very active in volunteering at my local church.

I delight in helping others to set goals and to gain a sense of control over their future. I believe in the power of family; the power to achieve their dreams. I enjoy teaching other about ways to save and invest, and how proactive planning can change the trajectory of their family legacy.

Focus areas

  • Military Professionals & Veterans
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Board Games
  • Health & Nutrition
  • Personal Fitness
  • Surfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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