I have been a Financial Advisor for over 10 years starting in 2013. I began in Honolulu, then managed the Edward Jones Ka'anapali branch in Lahaina, Maui for 2 years. I eventually moved to Tracy, CA where I directed the Downtown branch for 5 years. Since 2021 I have been a Senior Financial Advisor with Merrill Lynch Wealth Management. I have clients all over the country - concentrated in the San Francisco East Bay area, the Central Valley, and Hawaii. I am currently accepting new clients both remotely and in person.
What I believe sets me apart as a Financial Advisor:
- Integrity - My clients can trust me to be honest and always have their best interest at heart.
- Communication - I listen! I strive to understand your goals, then explain options and plans clearly.
- Collaboration - It's your money. I base my recommendations on your timeline, your comfort with risk, and your input.
- University enrollment counselor in Phoenix - 3 years
- Helped run a national wholesale business in Utah - 7 years
- Met and worked with dozens of small businesses as an advertising consultant in Hawaii - 5 years
- I have been married for over 27 years to a brilliant woman and we have 3 incredible children.
- Full-time Missionary for the LDS church in Hawaii - 2 years
- Board of Directors for the Tracy Chamber of Commerce - 3 years
- LDS Bishop in Tracy, CA - 5 years
- I continue to volunteer within my community in various capacities.
*FINRA Series 7 & 66 registrations
*Merrill Life Agency's California License Number 0522776
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.
Potential Strategies for maximizing benefits
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.
