MY INSPIRATION

When I was 11 months old, our family moved from Michigan to the other side of the world where my parents served as missionaries in the country of Indonesia. We did not speak a word of Indonesian, had very little money and had nobody to lean on in a foreign land. Through determination, faith and perseverance, my parents sacrificed everything to serve others. They lived overseas for nearly 40 years, raising my three siblings and me in various villages and cities throughout southeast Asia. This upbringing gave me a unique perspective on life and helped develop me into the person that I am today. Growing up, my parents were my role models, and they will always be my rock, my security and my peace of mind. They have inspired me to provide those same feelings of confidence and assurance to the families that I serve.


A PROCESS BUILT AROUND UNDERSTANDING AND LISTENING

My passion is helping people achieve their lifetime financial goals. I use an established process with my clients that involves listening to what’s important to them, creating tailored strategies and partnering with them throughout their lives. I take the time to understand and review their strategic goals, as well as their tolerance for market volatility, and strive to clearly communicate reasons for investment performance. I work with a network of local professionals to help my clients make informed decisions and achieve what is most important to them.


OUR TEAM

Our office is committed to providing an ideal client experience. Our team consists of my Branch Office Administrator, Christe Edwards, and me. Our ideal client is one who values our advice and is working on multiple financial goals, such as planning for retirement, creating retirement income or legacy considerations. Together, we are passionate about bringing value to the lives of our clients and making a difference in the Kona community. We appreciate your confidence in us and look forward to partnering with you and your family.