Who We Are

Our purpose is to empower individuals to help organize, build, protect and transfer wealth.

We take pride in offering an approachable and comfortable environment to discuss personal financial goals while conducting business with the utmost discretion. We believe it is important to invest time to understand your goals before you invest with us.

As a combined team, senior branch office administrator, Michelle Victorine and I have nearly 30 years of experience in the financial services industry. Our ideal client seeks to design, build, implement and maintain a strategy that creates financial security now and in the future.


How We Work With You

Working with us starts with your long-term goals, whether its planning for retirement or protecting the financial future of the ones you care for the most. From there, we work with you to develop strategies and continue to monitor progress to make sure you remain on track. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to leverage everyone's expertise. Throughout this process, open communication and honesty are priorities to ensure that changes in your life or goals are reflected in your financial strategies. We strive to add value while delivering the best care possible.



About Me

Outside of the office, I currently serve as a commissioner on the Hawai'i County Environmental Management Commission, member of the Japanese Chamber of Commerce, past-president of the Zonta Club of Hilo and as well as a former Rotarian. From time to time, you may find me hiking the wild terrain of Hawai'i Island with my husband, Christian, and our four-legged friend, Moira.