Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As many clients soon realize, Chris is not one to sit back and let things happen.
Chris remembers the precise moment that forever changed the direction of his life. In the fall of 2001, Chris sat in his high school class watching the horror and devastation of the September 11th attacks. He felt the nation’s pain and saw the need for young and able-bodied people to stand up for those who were lost that day. He enlisted in the New Hampshire Army National Guard a month after his 18th birthday.
During Chris’ military service, he gained a high level of discipline and leadership experience through his training with the Military Forces Honor Guard, taking on leadership roles on an Embedded Training Team in Afghanistan, a being selected as a scout vehicle commander in Iraq. His attention to detail and ability to think critically in difficult situations led to multiple battlefield promotions, recognition by the senior military leadership, and be awarded The Bronze Star Medal for valorous service. This has given him the confidence and experience to act as a leader in all aspects of his personal and professional life; taking on additional responsibility in the community through his philanthropic non-profit roles and aiding his clientele through the financial hurdles of their financial lives.
After separating from the military to pursue his professional and education goal, Chris moved back to his home state of New Hampshire to manage an up-and-coming restaurant. His military training and ability to resolve problems quickly and efficiently allowed him to thrive in the small business arena, harboring growth year-over-year in a highly competitive environment.
With fond memories of a trip to Hawaii during his military service, and desire to focus on his education, Chris relocated his life to the islands inspired to launch a business of his own. He attended the Shidler College of Business at the University of Hawaii where he earned his Bachelors in Business Administration majoring in Accounting and Finance on the Financial Services & Planning track.
“Those previous lessons and skills stayed with me,” Chris explains. “Now I work closely with ambitious people to help them tackle their concerns and objectives. Step one is for me to appreciate how clients think about risk vs. reward, their achievements, and life, in general. Throughout these relationships, I deliver an unwavering commitment to help clients focus on what matters most and stay disciplined in following the strategy we’ve set in motion.”
Chris is an active member of the Honolulu community. He volunteers for The Junior Chamber International Honolulu Chapter and the Hawaii Chamber of Commerce Young Professionals organization where he serves on the Professional Development Committee – helping the next generation connect with professionals in the community. Chris also enjoys time spent at his local fitness center, at the beach improving his surfing technique and hiking with his Ohana.
University of Hawaii System
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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