As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

I began my career in 2002 as a financial advisor in Kaneohe. I became a limited partner with Edward Jones in 2007.

Although I have received many awards during my career, I am most proud of my accomplishments with helping other financial advisors through our field training, mentoring and Goodknight programs, which are all focused on better serving clients.

Born and raised in Kailua, I attended Le Jardin Academy and Punahou School before moving to Saratoga, CA. I earned a bachelor's degree in business administration from the University of Oregon in 1997.

I received the Accredited Asset Management Specialist™ (AAMS®) designation from the College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agrees to pursue continuing education.

My wife, Jan (born and raised on Maui), and I have one daughter, Sarah. We currently live in Kaneohe. I serve as a member of the Downtown Exchange Club of Honolulu and the Oahu Country Club.

My branch office administrator, Paige Ortegon, has over 10 years of administrative experience and is dedicated to providing you with the highest level of service possible.

We provide highly personalize service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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