My Team
MISSION
To provide premier wealth management services and first class financial planning advice, to help people eliminate fear and make prudent decisions now and in the futre.
VALUES
- Integrity - Doing what is right no matter what and when no one is watching.
- Prudent Stewardship- Leaving something better than we found it.
- Work Ethic - Working hard to serve others.
- Progressive - Constantly striving to improve, moving forward, and incorporating new ideas.
SERVICE
We understand when you work with us, you are trusting us to help you accomplish your goals. We take customer service very seriously. Together, we are strongly committed to providing exceptional customer service to al of our clients.
We will respond promptly if you need anything, such as: rescheduling an appointment, changing your account or policy, or filing a claim.
MY COLLEAGUES
When Reid Matsushima works with clients on complex financial security issues, like estate analysis, large investment assets, and business issues, he often associates with his experienced colleagues:
MY TEAM
Tsuyaka Arakaki
Tsuyaka started working with Reid in 2016. She is in charge of administrative support for client servicing and business processing. Tsuyaka grew up in Okinawa and received her Bachelors from the University of Hawaii at Manoa in Asian Studies. In her spare time, she enjoys traveling and spending quality time with her husband and their daughter. She is insurance licensed and has her Series 6 and 63.