Plan for Your Family:
Your Life, Your Children, Your Legacy

Multiple Generations of Family,
Multiple Generations of Financial Peace of Mind

I can show you the things you will NEVER learn in school that you NEED to do to plan for your future and take care of your family.

After a graduate education and a decade in engineering, I was making and saving decent money, but I didn’t have a clue about how to handle my finances and properly take care of my family. I quickly realized that no one around me had any knowledge about how to do it either.

20 years following my career change, this is still a disturbing problem for most people, and I can start you on your path to financial security and help you overcome your concerns about:

  • Properly setting a sensible budget to attain your goals

  • Managing your financial liabilities (mortgage, debts, etc…)

  • Planning your children’s education and setting up their future

  • Taking care of aging parents and providing them a good quality of life

  • Proper wealth management, tax, and retirement planning

  • How to build the lifestyle you want to live

  • Planning what you will leave behind as your legacy

Not everyone is ready to take control of their lives, but YOU are!

I will work side-by-side with you to:

  • Identify and understand the advantages and challenges of your financial situation

  • Budget sustainably to meet your obligations and goals

  • Build a strong financial foundation for your children

  • Design and build the lifestyle you want to live

  • Optimize your hard-earned savings for financial peace of mind

  • Best manage rising healthcare costs for aging parents

  • Put a plan in place and follow through with it

  • Plan to leave a legacy to impact future generations

No one is more committed to your family’s well-being than you!

Our Wedding in Hawaii—a great day shared with partners, teammates, clients, friends, and family

Our relationship is more than just an advisor/client experience

  • Many of the families I work with become a part of my family

  • You will work with a dedicated and passionate financial advisor and team with nearly 20 years of experience in helping people reach their retirement goals

  • I am government-licensed and a certified fiduciary providing the best education, planning, strategy, and solutions for you and your family

  • A family-oriented business that you know will take care of you and your future generations as I would take care of my own family

  • Your success is what inspires and drives me to continue to help families and make a difference in our community

Click the link below and schedule a Financial Consultation to learn how we will work together to turn your goals and dreams into reality.