About me
As a Wealth Management Advisor with Northwestern Mutual in Honolulu, Hawai'i, I am passionate about sharing financial planning strategies with individuals, families, and business owners. My goal is to help clients explore options to grow and protect what matters most to them. I specialize in providing tax-efficient solutions for highly compensated individuals who are currently facing significant tax liabilities or may do so in the future.
In my role at Northwestern Mutual, I also serve as a leader, holding positions as a Growth & Development Director, One Star Pathfinder, FastTrack Qualifier, and 100 Lives Writer.
Before establishing my practice with Northwestern Mutual Hawai'i in 2018, I spent over a decade as an award-winning classical guitarist. I was fortunate to be recognized for my versatility as a performer and educator, which allowed me to travel globally as a soloist, collaborate with various ensembles, and dedicate myself to teaching. My wife Willa and I moved to Hawai'i in 2009, and we now live in Kalihi Valley with our two children and one friendly cat.
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.
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
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.
