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.
Mars is the technician that keeps our operation running. She is responsible for getting your investment dollars where they need to be.
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...
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...
Hey there, savvy investor! Are you ready to turn your financial dreams into reality? Well, buckle up because we're about to embark on an adventure towards wealth and success! I’m Jonathan Yashiro, your friendly neighborhood financial...
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...