About Me

I was born and raised in Honolulu, HI. I attended Point Loma Nazarene University and completed my bachelors in marketing. Two years into my major I decided marketing was not for me and stumbled upon an opportunity that was foreign to my knowledge yet shockingly familiar to my family… A career in financial planning.  At the time, my dad had just retired in the exact industry I insisted I was only going to dip my toe into. He told me he didn’t think I’d be able to handle the pressure of the business… Then again, he always knew exactly how to motivate me.

I had known my dad and uncle had worked in the business prior to be joining the career however, I never understood the extent of our family history. I came to learn that I'd be a fifth generation financial advisor stepping into what has been a long-standing family business. 100 years of combined experience has helped them pave a path of financial success for families of their clients and the generations to come. 

Today, I work with my team to continue the legacy. I love my career, my team, and the community we have built along the way. To this day, my teams' values stretch beyond financial planning. With unwavering dedication and commitment, we deliver personalized strategies that empower our clients to transform their dreams into reality, one generation at a time.

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Operations Manager Brooklynn Miller

Brooklynn Miller

Operations Manager

Photo of Investment Operations Associate Felix Humbeck

Felix Humbeck

Investment Operations Associate

Photo of Insurance Specialist Gavin Hirokawa

Gavin Hirokawa

Insurance Specialist

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Advisory Services

Disability Planning for Physicians & Dentists

Investment Planning & Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Business Planning & Succession

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations and New Business Brooklynn Miller

Brooklynn Miller

Director of Operations and New Business

Photo of Investment Operations Associate Felix Humbeck

Felix Humbeck

Investment Operations Associate