Aloha!

Joining Edward Jones in 2003 was the best decision of my life. I love my clients and the opportunity to sit together and really understand what's most important to them. It is incredibly rewarding to look back and see the progress we have made towards the goals they identified as being most important to their families and businesses.

My branch office team, Kahea and Chris, are the key to our clients' satisfaction. Our entire team is service-focused. I come from a hospitality background and place high value on service excellence. You will always be greeted by a familiar voice, never 1-800-Somebody.

Our ideal client seeks an experienced financial advisor that will understand what is important to them and apply established processes to build personalized strategies to help them reach their life goals. In addition to meeting their goals, they desire strategies to protect their plans from the unexpected. This client seeks a financial advisor with the ability to work as a team with tax and legal professionals in order to help keep them on track throughout their lives. Examples of clients we serve are individuals nearing or in retirement, small business owners and clients with the need for trust services.

If you or someone you care about has questions about reaching important financial goals, or you are dissatisfied with the service of your current financial advisor, please call me to see if Kahea, Chris and I can improve your situation.

My direct email is [email protected]

In addition to my Edward Jones role, I am happy to give back to our community by serving on the State Independent Living Council, The Kauai Chapter of The Hawaii Boy's & Girl's Club, and Koloa Missionary Church Board. I have a best friend and wife, Chris, and a son, Kai, who has made me immensely proud.

Fun fact: I love music. I'm a 1990's Deadhead with an eclectic range of tastes. Although music resonates deeply with me, I can hardly hum a tune.