Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
University California, Irvine Bachelor Arts degree in 1983
Art Institute of Seattle Associates degree in 1990
American College in Bryn Mawr PA Chartered Financial Consultant since 1997
Chartered Life Underwriter since 1999
Past President of National Association of Insurance and Financial Advisers- Maui Chapter,2006-2008
Past president of Maui Executive Association, 2010
Recently married for the first time in 2009 -we spend weekends at the homestead in Kaupo.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies