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.
After training with National Guard and Regular Army units, Chris volunteered to deploy to Afghanistan in support of Operation Enduring Freedom. Chris was assigned to a U.S. Army Embedded Training Team – tasked with supervising and mentoring a newly formed Afghan Army battalion. After months of training, this new unit was deployed to secure the dangerous Kunar province on the Pakistan border. There, Chris turned 21 years old on a small mountain top observation post known as OP Bari Alai.
In 2010, Chris deployed again, this time to Iraq where he was field-promoted and tasked as a Scout “Gun-Truck” Commander, providing security and combat support for logistical convoys of up to 100 military/local vehicles.
Upon returning home, Chris decided to separate from the military to pursue professional and educational goals. He applied for a security position at an up-and-coming restaurant/gastropub and quickly being charged with new responsibilities became its manager, working to grow the enterprise. With fond memories of a trip to Hawaii during his military service, Chris relocated his life to the islands inspired to launch a business of his own.
With his attitude and aptitude shaped by years in the military, Chris was invited to join Merrill Lynch Wealth Management in downtown Honolulu. Having always derived a strong sense of purpose and fulfillment in service of others, Chris feels the same today – helping corporate executives, business owners, accountants and other professionals bring order and meaning to their financial lives. In light of Chris’ military and business experience, he understands the time pressures facing business people and their need for a financial advisor to handle important matters on their behalf.
“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.”
Whether he assists clients with retirement or education planning, risk-managed investing, cash management or custom lending, Chris recognizes the value of specialists at Merrill and Bank of America, N.A. In fact, he likens his proactive team approach to that which he found in the military – summoning experienced professionals to help achieve successful outcomes.
Chris earned his Bachelor degree in Business Administration with focuses in Accounting and Finance from the Shidler College of Business at University of Hawaii.
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
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.