I am an experienced Financial Services professional with over 25 years of extensive and successful experience across a variety of asset classes and market environments. The focus of my Financial Advisory practice is to help achieve a worry free retirement for clients and to do so in the most cost effective and efficient manner. Further, helping my clients to live the highest quality of life that the financial resources they have accumulated provides for is another important element of my practice. In addition, my clients greatly benefit from the resources and stability of Bank of America as the parent company to Merrill Lynch Wealth Management ranging from the banking resources available to the significant monies invested in cutting edge technological resources. Previously a Board Member of the Hawaii Ulu Cooperative. FINRA Series 7 and 63 registered, NMLS ID 2021405. Formerly a Registered Investment Advisor in the State of Hawaii: FINRA Series 65 registration. Past member of the Chicago Board of Trade and American Stock Exchanges.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
