Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I truly care and want to be viewed as an essential resource to my clients in creating financial and retirement strategies to help meet their goals.
Throughout my life I have experienced my own financial short comings. Growing up in Daytona Beach Florida with a single mom and 3 brothers, money was more so than not very sparse. In my struggles to survive I turned my efforts to surfing and very quickly realized I was a natural to the sport. I was sponsored in my late teens and began touring the world as a professional surfer. I relocated to Oahu Hawaii in the mid 1980’s to further pursue my career in surfing and this is where my love for the islands began. I spent the next 8 years surfing and the final success was my victory at the 1995 HIC Pipeline Pro.
I always understood that surfing was not going to be there forever and that I needed another path. It was after the Pipeline win that I began to explore opportunities in the financial world. I realized very soon that I needed to further my education in order to ensure a successful career. I spent the next 4 years working fulltime and going to school to gain my bachelor’s degree in finance. My career was launched as a Financial Advisor. I am a true believer of continued education and upon completing my bachelor’s degree I have achieved the accreditation of CERTIFIED FINANCIAL PLANNER™ professional. Now with over 15 years in the financial services industry my career has evolved yet again as I join the Merrill Lynch Wealth Management team. My focus will remain; working with clients to help ensure financial ease by creating financial and retirement strategies to help meet the needs of the clients I serve.
It is though my life experiences, and continued education that my passion comes to want to help others achieve their financial goals. Life changes weather expected or not if planned for accordingly can be met with little distraction, lets work together to help ensure a lifetime of success!
University of Hawaii System
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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We will work to help you stay on track, regardless of what the markets are doing.