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...

Read more

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

Read more

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...

Read more

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.

Read more

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

Read more

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

Read more

Spreading the wisdom of paying yourself first and the Rule of 72 to friends in the surfing world and beyond.

Read more

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

Read more

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,...

Read more

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...

Read more

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...

Read more