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 gadget? However, I’m incredibly thankful, because I learned that if I prioritized my wants and worked hard, nothing (within reason) was out of reach.
In college, I majored in economics. I also played baseball. Those experiences further distilled the lessons from my childhood. In economics/baseball speak: Opportunity cost will always be in play, but if you focus on your “core statistics,” you’ll increase your probability of earning the “Triple Crown.”
In 2007, fresh out of college, I joined John Hancock Financial Network. Never one to waste a pitch, I joined Central Pacific Bank’s team in 2010, and I’ve been happily settled at Hawaii Financial Advisors, Inc. since 2019.
Each day, I’m grateful for the opportunity to help families prioritize their financial goals and make progress towards their definition of financial independence.
You.
You’re staring down a major life event. Whether you’re buying a home, starting a family, changing jobs, or deciding when to retire, you have questions. You want someone to help you analyze your options so that you can navigate uncertainty with confidence.
Me.
My investment philosophy in action:
When the market is up, everyone is happy. When the market is down, we feel despair. When it’s flat, we want more. The challenge then is creating a plan for all three scenarios.
Experience:
Hawaii Financial Advisors, Inc.
Financial Advisor
Central Pacific Bank
Vice President/Wealth Advisor
John Hancock Network
Financial Advisor
Education:
Certificate in Financial Planning, American College
B.A., Willamette University
Mid-Pacific Institute
Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7, 63 & 65 securities registrations
Life & Health insurance licenses
Five rules I live by:
- People don’t care how much you know until they know how much you care.
- If you keep working hard and do what is right, good things will happen.
- Worry about what you can control.
- Never stop learning and improving. Small changes can have big effects over time.
- Be prepared. Plan for the best, prepare for the worst.
Ready to take the next step?
Give me a call or shoot me an email! We’ll talk about what you’d like to accomplish. What keeps you up at night? What’s your ideal outcome? I’ll share information about myself. If we both agree that we’re a fit to work together, we’ll get started.
First, we’ll gather information to get a clear picture of where you stand today. Then, we’ll run projections to show you where you’ll be in the future if no changes are made AND contrast it with options designed to help you pursue your goals.
Once we agree on which option to implement, we’ll discuss action items and complete paperwork if needed. Going forward, we’ll determine how often it makes sense to meet to help ensure your plan stays on track.