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 a partner with 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 partner together to help ensure a lifetime of success!
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Hawaii System
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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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.