As your Edward Jones branch team, I believe the first step is investing our time to understand what’s important to you before you invest your money. Working closely together with you and your CPA, attorney and other professionals, I can guide the most appropriate financial strategies for you and your family. I also enjoy working with business owners in evaluating their business retirement plans and their transition strategies.

Born on the island of Hong Kong and raised in Oregon, I earned a B.S. degree in general science with honors and academic minor degrees in business, chemistry and computer information technology. I currently hold Series 7 and Series 66 securities licenses regulated by FINRA, as well as state securities and life and health insurance licenses.

My professional work experience includes venture capital, management of publicly traded corporations, multi-million-dollar contract negotiations and product development with Fortune 100 companies. I believe these experiences bring a unique perspective to my role as a financial advisor. As I've enjoyed working with a variety of clients over the years, I have made the most impact with business owners, technology and healthcare professionals, and C-level executives.

In addition to helping my clients reach their financial goals, I enjoy being an integral part of the community and I am serving and have served as elected-president, advisory board member, and volunteer for nonprofit organizations, such as Big Island Estate Planning Council and Special Olympics.

My wife, Truc, and I are active volunteers in a worldwide bible-based education work. My son, 'Aukai, attends the UH Hilo and aspires to be an entrepreneur. I am fortunate and proud to have their support in doing what I love — to serve my clients.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. My branch team and I are dedicated to providing you with personal attention and exceptional service. Please contact me to discuss your unique situation and personalized options. We look forward to the privilege of helping you and your ‘ohana (family).

Focus areas

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

My Personal Interests

  • Volunteering
  • Traveling
  • Technology
  • Sports Enthusiast
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Connect on Social

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