Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. From 1977 to 2007, I served in the U.S. Marine Corps. I then began my career
with Edward Jones, serving in v
arious capacities until 2015, when I became a
financial advisor in Kapolei, Hawaii. I earned a master's degree in financial planning from the College for Financial
Planning in Colorado. I am originally from Westerly, RI, and my wife is from Okinawa, Japan. My family
and I have lived in Kapolei since 2007. I have been married to my wife, Elizabeth,
for 37 years and we have two sons, Joshua and Alexander, and three grandchildren. Active in the community, I am a member of the Kapolei City Chamber of
Commerce, Marine Corps League, Disabled American Veterans, Hawaiian
Railway Society, and the Kapolei City Lions Club for the past 15 years. Relationships are key and in our view, meeting face to face builds strong
relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
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