It has been an honor and privilege to serve as a financial advisor to the Honolulu community for the past 17 years. Having grown up in a family of former educators, I truly understand the value of money, and how vital it is to all aspects of your life. As a result, I have helped many families and business owners navigate numerous market cycles.

Together with my Branch Office Administrator, Bobby Cooksey, we follow a 5 Step Process, which starts by understanding what is most important to you and your loved ones. We truly have a passion for helping our clients, and enjoy partnering with them in order to help organize, grow and protect their assets. Throughout our relationship with our clients, we continue to communicate, monitor and make adjustments as needed in order to ensure that their personalized goals stay on track. Our process allows us to have a heightened attention to detail and a genuine interest in your well-being, and we are only a phone call away if you need anything. We also welcome the opportunity to collaborate with your attorney, your accountant and other trusted professionals in order to personalize and craft your specific strategies.

When I am not working, I enjoy spending time with my wife, Lisa, where together, we call the Nuuanu neighborhood home. Lisa is a lifelong educator and currently works as a business education teacher at Kalani High School. Together, we enjoy traveling, trying new restaurants, playing tennis and volunteering in the local community. Previous volunteer interests include serving as a long-time board member of the United States Tennis Association, Hawaii Pacific Inc., as well as a big brother for Big Brothers Big Sisters Hawaii.

To learn more about how my team and I can help you organize, grow and protect your financial life, please contact our office today. We look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Sports Enthusiast
  • Tennis
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 05:00AM - 04:00PM
Tue 05:00AM - 04:00PM
Wed 05:00AM - 04:00PM
Thu 05:00AM - 04:00PM
Fri 05:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

Email Me

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