After a career of serving my country for 30 years as a U.S. Marine, I now have the privilege of serving clients with Edward Jones over the past five years. I feel so blessed that everyday I can have a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships with many of the families we serve.

When you meet with our branch team, you will find that we have refined our process to ensure we provide the highest level of service to our clients, their CPAs, attorneys and friends and families they refer. We strive to educate our clients so they can make informed decisions regarding their finances. We will identify their most important goals, use an established process as we partner for their lifetime to create wealth, distribute income as needed, protect it and pass it efficiently to where they want it to go.

We find that the clients we work with value guidance and are those planning for retirement, creating income in retirement or creating a legacy with the wealth that they have been blessed to accumulate. In addition to working with individual investors, we also work with many successful business owners.

For our business owner clients, we work with their CPA to implement business retirement plans, key man insurance and succession planning strategies.

I am originally from Westerly, RI, and my wife is from Okinawa, Japan. My family and I have lived in Kapolei since 2007. I have been married to my wife, Elizabeth, for 37 years. We have two sons, Joshua and Alexander, and three grandchildren, Miya (7), Noah (4) and Jonah (3 months). I love to read, swim and travel.

My branch office administrator, Danielle Floyd, is dedicated to providing you with the highest level of service possible. Danielle is married with two daughters, Madeline (19) and Sabrina (17). She loves spending time with her family. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.