About Us

Our Primary Purpose

Together we strive to provide our clients with the highest level of service—whatever the economic climate. Appropriate information, guidance and product offerings can make strategizing for our clients' financial and life goals much easier.

Through my affiliation with LPL Financial, I have access to a diverse array of financial products and services.

  • Retirement Planning
  • Tax Deferred Investments
  • Traditional and Roth IRA's
  • Business and Group Retirement Plans
  • Business and Group Insurance Plans
  • 529 Plans
  • Mutual Funds
  • Annuities
  • Stocks and Bonds
  • Life Insurance
  • Disability Insurance
  • Business Continuation Planning

In addition, I am licensed as a fully independent Life, Health, and Disability Insurance Agent. (California Insurance License #0C27570 and Hawaii Insurance License #312722) I have access to reputable insurance products to use as the risk management piece of an overall strategy.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with the goal of preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

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