Broker Check

Team

 

Tim helps families in Hawaii to prepare for a thriving retirement.

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Kimo strives to help his clients navigate the complexities of financial decisions and reach their financial goals.

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Erin works with strong, smart women who are in the middle of that intricate dance between trying to live a meaningful life today and preparing for a thriving tomorrow.

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Frances navigates the many choices of investment and life insurance options through dedicated research, with the goal of providing solutions specific to her clients' needs.

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Kyle specializes in providing investment analysis and portfolio customization.

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Mieko specializes in advising individuals and small businesses with every aspect of wealth management, from growth and accumulation to protection.

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Kylen helps his clients to navigate complex financial decisions, identifying the strategies and investments to best pursue their financial goals.

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Mars is the technician that keeps our operation running. She is responsible for getting your investment dollars where they need to be.

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Carolyn is the heart of our team. She is responsible for coordinating client meetings and organizing informational seminars and client appreciation events.

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