Insurance Strategies, Investment Strategies (Reg. Reps Only)
English
I was born and raised in Kealakekua on the Big Island of Hawaii and attended the
University of Portland, graduating with degrees in Finance & Accounting.
Traveling, spending time with friends and family at the beach, and finding unique
places to eat are a few things I enjoy.
I believe your trust and my accountability are the cornerstones to a successful,
professional financial relationship. With my background and experience, I am
committed to securing and providing the resources needed to help make quality
financial decisions. Together, I work to provide an analysis of your current
financial situation and help:
• Identify financial goals & concerns
• Illustrate what we'll do to reach those goals
• Identify gaps and offer solutions to help address them
CRN202505-2340369
Check the background of this investment professional on FINRA's BrokerCheck