Professional

WANTED A CAREER HELPING PEOPLE

I began my career with Northwestern Mutual by chance. I was looking for an internship in financial planning with earning potential while I was at the University of California, Irvine. I wanted to find a company who would train me well and provide the opportunity to actually work with people. The idea of building my own practice from the ground up as an intern alongside career representatives while getting investment and insurance licensed appealed to me. It was only after I became an intern that I found out Northwestern Mutual was named as having one of America's "Top 10 Internships." It’s now been 20+ consecutive years.

EARLY STARTER BUILDS A SUCCESSFUL BUSINESS

After graduating early from University of California, Irvine, I converted to a full-time Financial Representative contract. During my first year full-time with Northwestern Mutual, after getting off to a fast start, I moved my practice home to Hawaii in December 2005.

I’m grateful to have been selected for a leadership track. My past roles started with our L.E.A.D. program, which led to being the College Unit Director, then a Field Director for our office. L.E.A.D. is a leadership program designed to identify and develop successful individuals who are motivated to help others succeed. Since the internship was great to me, I started an internship program in our Hawaii office to pay it forward. Proud to see how our internship has produced many of our current top full-time Financial Representatives.

Today, my team and I enjoy helping physicians, attorneys, business owners, baby boomers, and families meet their financial goals. We serve our clients by providing strategic, comprehensive advice and help educate them about wealth management strategies and solutions.

Registrations

• Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
• Series 7 - All Security Products
• Series 66 - Investment Advice & Security Transactions

Certifications & Designations

CFP® – The CERTIFIED FINANCIAL PLANNER™ certification indicates the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.

CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.

ChFC® - Chartered Financial Consultant® designees not only have experience in comprehensive financial planning, its program also covers behavioral finance, special needs planning, small business planning, planning in the LGBT community, planning through divorce complexities, and more. ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Associations and Memberships

• Hawaii Estate Planning Council. Board of Director. Member since 2019
• Honolulu Professionals Foundation. Board of Director. Past President (2008- 2012) - Founding Member
• The Financial Planning Association (FPA) Member since 2014
• Physicians Nationwide Member since 2015
• Hawaii Association of Public Accountants Member since 2017
• University of California Irvine Alumni Association. Class of 2005
• Punahou Alumni Association Class of 2001