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.
I am one of those fortunate people who truly love their job. I am excited to come to work every day because I know I have the ability to make a huge impact on the lives of the clients I serve. Over the years as a single parent, I learned so much about saving, investing, budgeting and planning. My knowledge and personal success in these areas caused friends and colleagues to reach out to me with questions about my approach. Even though I was in a different profession at the time, whenever a friend asked, I helped, and they all encouraged me to work with people on their financial goals full time. When I learned about Edward Jones and the firm’s approach to working with clients, I knew it was the right place for me.
As a financial advisor at Edward Jones, I bring my life experience and my passion for helping others to everything I do. I use a thorough planning process to help my clients build personalized strategies to achieve their financial goals. I pride myself in being a trusted financial resource available to individuals, businesses and families with any level of investment experience. My mission is for my clients to feel valued, understood and confident that I have their best interests at heart.
Insurance & Annuities
Retirement Income Strategies
Retirement Savings Strategies
Is your company in need of substantial amounts of seed, development or expansion capital? Are you having difficulty raising $1,000,000 to $25,000,000 from financial institutions or private placements?
We have been capitalizing start-up and early stage companies—exclusively since 1998. However, unlike other venture capital funds or investment banks, we do not utilize outside investor capital which places our fiduciary duty solely with you; the entrepreneur.
As your venture capital partner, we position your company to obtain the optimal amount of capital while ensuring that your founders maintain the vast majority of equity-ownership interest and voting control throughout its life cycle. As our main focus, we apply proven corporate engineering practices designed to minimize risk and create value for investors. Collaboratively, we create hybrid securities through proper corporate engineering that enable you to present your securities to us, as well as others, for investment.
Simply stated, we bring Wall Street to Main Street.
As former Wall Street Investment Bankers and experts in compliance matters related to selling securities, as well as innovators of crowdsourced incubation using critical corporate and social engineering standards, we are intimately familiar with the criteria employed by Wall Street and Corporate America looking to fund “quality deal flow.” Our venture capital model is designed to prepare your company to become the quality deal flow they will fund in its early stages. Eventually, your company can effectively engage Wall Street for an IPO or Corporate America for a strategic sale, as your exit strategy, but only if and when you’re ready.
Please contact me for an exclusive invitation.