For over two decades, I’ve had the privilege of guiding individuals, families, and small business owners through the often complex world of financial planning. My approach is rooted in the belief that every financial decision should reflect what matters most to you—your values, your life experiences, and your vision for the future. Through our Pono Planning Process, we work side-by-side with clients to bring clarity, confidence, and structure to their financial lives.
My team and I are committed to simplifying the complex. Whether it’s decoding the long-term implications of a financial decision, clarifying the fine print of retirement options, or helping clients understand market dynamics, our goal is to educate and empower. We take pride in making financial concepts understandable and actionable, so clients can make decisions with calm and confidence. More than that, we understand that financial planning is also emotional—so we listen deeply, engage fully, and support you as both a financial guide and a steady presence through life’s changes.
We’re intentional about creating strong partnerships—not just with our clients, but with their CPAs, attorneys, and other trusted advisors. This coordinated, holistic approach ensures that every part of your financial life works together seamlessly. It’s not just about investments or savings strategies—it’s about making sure your financial plan supports the life you want to lead.
I graduated from Syracuse University in 1999 with a Bachelor of Science in Communications, and in 2014, I earned the CERTIFIED FINANCIAL PLANNER® certification. Today, I lead a boutique practice where clients are treated like extended family—our ohana. We’re proud to offer thoughtful, cost-effective investment strategies, excellent communication, and a hands-on approach that takes care of the details, so you can focus on what matters most.
I have volunteered with Girl Scout Troop 227 and also served on the board of Sof Mararav congregation of Oʻahu.
I live in Mililani Town with my wife, Allison, daughter, Abigail and 3-legged rescue dog, Koa. I enjoy all exercise, especially biking and yoga. I am passionate about rooting for the New York Giants & Knicks and my alma mater, Syracuse Orange.