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 UC-Irvine. I was hoping to find a company who would train me well and provide the opportunity to actually work with people; I had no idea who Northwestern Mutual was. Northwestern Mutual in Newport Beach was among several different financial services internships I applied for. I liked Northwestern Mutual's core values and track record. The idea of building my own practice from the ground up as an intern alongside career representatives while getting investment and insurance licensed sealed the deal.   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 twenty consecutive years (1997-2016) according to Vault Magazine 2016.

EARLY STARTER BUILDS A SUCCESSFUL BUSINESS
     After graduating early from University of California, Irvine, I converted to a full-time Financial Representative contract. In my first year full-time with Northwestern Mutual, after achieving my goal of Northwestern Mutual's acclaimed Pacesetter 1st 40 award for production in my first six months full-time, I moved my practice home to Hawaii in December 2005.  I have enjoyed building a balanced financial planning practice based off a needs based approach and focus on achieving financial security for my clients and am really excited on where we are headed!

EXPANDING HIS EXPERTISE 
          My mentors have encouraged me to continue my education in my career. Over the years I’ve completed the Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®) professional designations along with highly regarded CFP ^® Certified Financial Planner certification.
          The Chartered Life Underwriter & Chartered Financial Consultant designations require professionals to complete courses which provides them with in-depth knowledge on financial needs for individuals, families, and business owners. The CLU^® & ChFC^® designations cover a broad range of financial topics including financial and estate planning, investments, pension and retirement planning, insurance law, life and health insurance, income taxation, and group benefits. 
           In March 2013, I became a CFP® practitioner and obtained my Certified Financial Planner™ certification. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
           I’ve been fortunate to have been selected for a leadership track. My past roles have been involved with our L.E.A.D. program, to being the College Unit Director, to now a Field Director for our office. L.E.A.D. is a leadership program designed to identify and develop individuals who are successful in their careers and who are motivated to help others succeed.  Candidates are invited into the program by their Managing Partner or Managing Director.  Seeing how the internship benefited me, I started an internship program in our Hawaii office which has produced most of our top newer full-time Financial Representatives today. Currently, I am a Growth Director with the  Hawaii Group of Northwestern Mutual and am responsible for recruiting and developing new full-time representatives

FUTURE VISION 
      My goal is to become one of the top Financial Advisors in my field, locally and nationally. I’m also focused on continuing to build my team of Financial Representatives within the Hawaii Group by recruiting individuals who are hardworking, talented, and trustworthy. Ultimately, I see the Hawaii Group as being the preeminent leader in Hawaii who provides quality internship and full-time career opportunities in the financial services industry for Hawaii-based students and professionals living abroad.

Associations and Memberships

Honolulu Professionals Foundation. Board of Diector. Past President (2008- 2012) - Founding Member

Rotary Club of Metropolitan Honolulu. Vice President. Past Tresurer (2012- 2015)- Member since 2007.

National Association of Insurance and Financial Advisors (NAIFA). Member since 2005

The Financial Planning Association (FPA)  Member since 2014

Physicians Nationwide Member since 2015

Hawaii Association of Public Accountants New Member

University of California Irvine Alumni Association. Class of 2005

Punahou Alumni Association Class of 2001