I have been truly blessed to enjoy a fulfilling career as a financial advisor to the Maui community for the last 22 years. I have helped many families navigate numerous economic cycles, and I've seen what works.

We help you organize, grow, protect and transfer your financial assets.

We follow a 5 Step Process that starts with understanding what is most important to you and your 'ohana.

We welcome the opportunity to partner with your attorney, your accountant and other trusted professionals to personalize strategies to achieve your goals.

We have a passion for helping our clients and we enjoy partnering with them throughout their lives to keep them on track.

Our two senior branch office administrators, Josh Sado and Becky Haner, ensure you have the best experience here with a genuine interest in your wellbeing.

I appreciate Edward Jones' commitment to my career development and have been fortunate to hold several key leadership positions within the firm.

When I am not working, I'm enjoying beach life or traveling with my husband, Steve, and our two sons and one rescue dog, Lily. I currently enjoy walking dogs at the Humane Society with my oldest son and participating as a family in our local Walk to End Alzheimer's each year. I previously served as a local Rotarian and served on the board of the Maui Humane Society for six years and my sons' Montessori school for six years.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Active Lifestyle
  • Animal Rescue
  • Hiking
  • Spending Time with Family
  • Traveling

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

Branch Team

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