Resides in Lihu`e, Kauai, HI. Served in the US Army for 6 years, with active duty for 3 years and was an Officer. Enjoys outrigger canoe paddling, physical fitness and map collecting.
Areas of focus
- Retirement Planning Strategies
- Estate Planning Strategies
- Family Finances
- Small Business Money Management
Interests
Canoe paddling with a six person team in Kauai, collecting maps.
Favorite Quote
ʻAʻohe hana nui ke alu ʻia (No task is too big when done together by all.)
Community participation
Rotary Club of Kauai, Advance Speaker for the Kauai Toastmaster’s Club, Board of Directors for Kauai Hospice, Hale`Opio youth organization, Friends of Children’s Justice Center, and member of Kaiola Canoe Club on Kauai.
Education
- MBA, Financial Emphasis, National University, San Diego CA
- BS, Marketing, San Diego State University, San Diego, CA
- The University of Texas at Austin, Graduate School of Business: Certified in 1988 for completing Executive Advance Marketing Program
CA Insurance Lic# OM88895