Take a deep breath in, count to 10, and exhale fully. Now, close your eyes, and envision yourself in a joyful place. Where are you? What are you doing? Who are you with? What you see will tell you a lot about what’s most important to you, and this is where my work begins. Serving as a financial advisor over the past 12 years, I have learned that financial outcomes are optimized when we connect our money to what is truly meaningful to us.

The upbringing I had has given me a healthy perspective on finances. I grew up in a family where we had very little money, which planted in me a strong desire to change that for myself and for my family. This upbringing empowered me to create the life I envisioned while remaining humble, and to know that money can impact lives for good when you manage it well.

The clients we partner with gain clarity and confidence by having a plan in place to achieve what matters most to them. We work closely with your attorney and tax professionals to develop strategies that encompass all aspects of your financial, tax and estate needs.

The financial industry is ever-evolving and therefore, in commitment to my role, I have gone beyond the industry-required education and obtained the AAMS™ designation which increases the level of knowledge and detail I bring to my work. As another way to make a difference in my industry, I mentor and lead the newer financial advisors in the firm by serving in various leadership roles.

Beyond my profession, I am an Oahu native and live on the beautiful North Shore with my husband, Adam, and our two daughters, while our son is serving in the U.S. Coast Guard. When I’m not working, the activities that bring me joy are practicing mediation and yoga philosophy, being with my family and connecting with nature.

My Branch Office Administrator, Elina Tabudlo, joined our team in 2020 and brings with her 15 years of industry experience. Elina graduated with her master's degree in education from UCLA. Outside of work Elina enjoys spending time with her family. She is married to a Mililani native and they have two children together. You will often find or hear her cheering on her kids at their sporting events.

Working with our team starts with a conversation. We would love to connect and learn how we can serve you.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Reading
  • Yoga

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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