I inherited an IRA in my mid-20s and started working with a financial advisor by default with no idea what or how to manage it. I am very thankful for my financial advisor asking me great thought-provoking questions about my financial goals and dreams, one of which was to save money to buy a vacation home in Hawaii, never actually thinking I could do it.

We came up with a sound, medium-term strategic plan and stuck to the commitment, which gave my family and me the ability to purchase an ocean-view condo in the heart of Waikiki 10 years later. The great thing is that we use it two to three times per year and rent it out at other times to bring in revenues to help cover the mortgage and other costs of ownership.

Today, inspired by that success, I am a financial advisor helping others to list and prioritize their goals and dreams and execute the most appropriate financial strategies to achieve them. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so that we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals and dreams.

Mahalo

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • New Investors
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Football
  • Vintage Cars
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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