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1188 Bishop Street, Suite 2105, Honolulu, HI 96813

808.954.6402
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Your finances involve your taxes and your taxes involve your finances.

Your finances involve your taxes and your taxes involve your finances.

Taxes are one of your largest lifetime expenses.

What is your plan to

Pay Less Tax, Grow Your Wealth℠?

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Work With the Best

Work With the Best

No matter how complex your investing situation is, I can help.

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My Clients

I work with a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if we're a good match for each other.

Make an Appointment

My Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on my insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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My Three-Step Process

STEP

1

Assess

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

I will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Lets Set Up a Call

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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