Broker Check

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...

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Providing clients with a financial team that has the experience they desire and the longevity they need.

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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...

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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.

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Helping clients navigate life’s curveballs and pursue their financial goals.

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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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When I was 21, I won my first “big prize money” in a pro surf contest. I was stoked! Before that point, I’d never really had any money. What I didn’t realize, however, was how quickly money could evaporate. I didn’t go out and blow the...

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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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At the start of the 2020 Covid Pandemic, I made the bold decision to step away from my stable Engineering profession and embark on a new journey as a Financial Advisor. Despite my excitement to ignite this new career of mine, it felt...

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Eric Miyamoto has been in the financial services industry since 2019 and holds Series 7 and 66 securities licenses. He has assisted numerous financial advisors throughout his career and now assists Tim, Erin, and Frances with anything...

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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...

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My route to becoming a financial planner was not direct. After one year of college at Pacific University in Oregon, I moved back to Hawaii. I wasn’t sure what I wanted to pursue. Determined to help me find my way, my mom...

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Ruth has been in the financial industry since 2005.  Her career started as a personal banker for Citibank N.A. in San Antonio, TX.  In 2008, she joined Citi Personal Wealth Management (CPWM) as a registered representative...

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