Team
One day after church over 35 years ago, a friend asked me if I had life insurance. “Of course,” I replied. I’m a responsible family man! But his next question caught me off guard: “Is it the good kind or the bad...
Providing clients with a financial team that has the experience they desire and the longevity they need.
If there's one thing in life that's inevitable, it's change. Some life changes are exciting – like a long-awaited retirement, a baby on the way, or a new job. Others are more somber – like a separation, receiving an...
Sharing knowledge of investments and financial planning to help individuals pursue financial goals that can be an integral part in creating a quality worthwhile life.
Helping clients navigate life’s curveballs and pursue their financial goals.
Mieko specializes in advising individuals and small businesses with every aspect of wealth management, from growth and accumulation to protection.
Spreading the wisdom of paying yourself first and the Rule of 72 to friends in the surfing world and beyond.
Mars is the technician that keeps our operation running. She is responsible for getting your investment dollars where they need to be.
Carolyn Lilo is the heart of our team. With over 15 years with the team, Carolyn is responsible for coordinating client meetings and organizing informational seminars and client appreciation events. In addition, she assists with...
Before I was a Financial Advisor, I was an Engineer; specifically, a Cost Engineer. I spent my days estimating construction costs and managing budgets for various projects within the public and private sector. In that line of work,...
Growing up, my parents instilled a strong work ethic. Money for “wants” had to be earned. I wouldn’t say I was always on board with this parenting strategy. After all, what teenager doesn’t want the latest...
