I love helping people and my work as a financial advisor with Edward Jones allows me to do this every day. I make it a priority to understand what your goals are before you invest your money. Using an established process and working closely with you, your accountant and your attorney, I can help determine the most appropriate financial strategy for you and your family. Over time, we will continue to revisit what is most important to you to help ensure that you stay on track.

Born and raised in Hilo and Waimea, I am the 4th generation of my family in the islands. After graduating from Hawaii Preparatory Academy in 1989, I earned a BS in civil engineering from Stanford University and an MS in civil engineering from the University of California at Berkeley. My work experience in environmental engineering, footwear development at Nike, teaching high school math and coaching finally led me to becoming a financial advisor with Edward Jones in 2007, opening the firm’s second branch office in Hilo.

In addition to educating and helping my clients reach their financial goals, I make it a priority to get involved in the community. I am currently serving as the chair of the Economic Development Committee with the Hawaii Island Chamber of Commerce and a board member for Lyman Museum. Additionally, I am the former president of the Rotary Club of South Hilo, past president of the Hawaii Association of Public Accountants, former commodore of the Hilo Yacht Club and former deputy commander of cadets for the Civil Air Patrol Lyman Field Squadron.

My branch office administrator, Shari Rezentes, and I are dedicated to providing you with the highest level of service possible. Please don’t hesitate to contact us with questions concerning your statements, income, investments or your accounts in general. We are here to help.