My goal as an Edward jones Advisor it to provide inclusive services to our diverse community here in Hawaii. This career allows me to make a difference in the lives of those who make up this community. I look forward to the opportunity to get to know your family and be a part of helping you achieve your goals.
I believe in helping and educating people in our community. My purpose is to give our clients confidence, peace of mind and make a difference in their lives. I am passionate about empowering my clients, helping them to be comfortable with investing and answering questions as they make life changing decisions.
I partner with my clients throughout their lives to achieve their goals through personalized strategies. In order for us to be successful together we must both be serious and committed and have an enjoyable connection. I strive to work with people who look forward to our meetings because we connect as individuals. Each person has very different goals and that is why this business is so rewarding.
It is a privilege to serve my clients and provide them with financial confidence whether it is demonstrating that they are saving enough for retirement, how to extend their income in retirement or how they want to pass on a financial legacy to their loved ones. I am proud to serve a wide variety of clients whole goals range from growing wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies for wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, growing assets, reducing taxes and transferring wealth.
Using an established process I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measureable objectives uniquely tailored to their circumstances. Once the strategies are implemented I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service I regularly collaborate with a team of CPA’s, attorney and insurance specialists to provide the most appropriate financial strategy for you and your family.
Outside of my role with Edward Jones I enjoy spending time hiking and enjoying our beautiful state with my husband Craig, my son Jax, my daughter Sophia and our rescue lab Bella. I serve on the board of Professional Women’s Network and spend time volunteering with my children at the Humane Society and with my dog as a “visiting” therapy dog at hospitals and schools.
I invite you to experience the Edward Jones difference; face-to-face meetings, one-on-one relationships and lifelong partnerships. Edward Jones has thousand of people and advanced technology supporting our office so that we can help you reach your goals and provide unparalleled personalized client service.
My mission at Northwestern Mutual is to help my clients identify and achieve their financial goals in a safe and welcoming space. As a gay man I never sought out a financial adviser earlier in life mainly because I was intimidated working on such an intimate topic with a potential non-ally to our community. I wish I would have known earlier about the options available to help us achieve our goals more strategically and efficiently.
Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you’ll partner with me and look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.
I take a holistic planning approach to cultivate my client relationships and become their trusted adviser. I will help my clients become financially secure by matching their needs with innovative solutions using world-class insurance services and internationally recognized investment products. Northwestern Mutual also has a perfect score on the HRC Corporate Equality Index. There are many areas where we have similarities to those outside of the LGBT community, but some unique differences that should be accounted for as well. I can help you see any financial blind spots and show you ways to make sure they are accounted for in a judgment-free, pressure-free environment.
Although I’m based in Honolulu for in person meetings, I work with clients across the country virtually as well. Please reach out to set up an appointment. I look forward to working with you!