Making investing less intimidating is my biggest goal. I began my journey with Edward Jones as a client in 2010 and working with a financial advisor changed my life. Looking back, I know I would not be where I am today financially if I hadn't been working with a financial advisor all these years. It motivates me to help people who may be intimidated by or disconnected from what their money is doing.

My father was a banker, and I was fortunate enough to grow up in an environment where saving and investing was just what you did. I was born in Japan and we lived in New York from when I was 3 to 10, so I grew up in both cultures. I think that growing up in these two very different cultures made me more open minded and diverse.

I moved from Japan to Florida in 2003 after completing my college education and a study abroad program in Maastricht, the Netherlands. I live and work in the community I serve with my two beautiful children, Kai, age 11, and Emmy, age 8. I am passionate about my community, family, reading, dancing, traveling and learning about people and their stories.

Giving back and community involvement are important to me. I am a graduate of Leadership Brevard Class of 2020. I serve as a board member at Lead Brevard, Bridges BTC and Diversity of Thought, founding member and president of BNI Referral Rockstars, and curriculum committee chair at Lead Brevard. My children and I also participate in our community production of The Nutcracker with the Space Coast Ballet Company.

My clients include:
-Generation X
-Multicultural Couples and Families
-Business Owners
My process involves, first and foremost, understanding what is most important to you. I then use an established process to customize a strategy tailored to your goals. As life changes, we will partner together to adapt the strategy. My team and I will provide you top-notch client service throughout your journey.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Dancing
  • Art & Theater
  • Community Outreach
  • Reading
  • Fine Dining

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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