Principal | Wealth Advisor
You have worked hard to build your wealth. Retirement should be about enjoying it, not managing it. We help affluent retirees simplify their financial lives by coordinating income, investments, taxes, and legacy planning, so they do not have to worry about the details. The goal is straightforward: financial freedom with less complexity and fewer moving parts. Let us organize and align your wealth, so you can focus on living with greater clarity, confidence, and peace of mind.
We collaborate best with clients who value one trusted point of responsibility to reduce uncertainty.
Financial freedom with less complexity and fewer moving parts.
Strategic oversight for enduring wealth.
Clarity and control when life changes most.
Expertise tailored for the HTC ohana.
Your local HECO retirement resource.
Reduce surprises and stress by coordinating decisions.
See your full retirement picture in one place.
A master strategy for income sustainability and wealth maximization.
Proactive coordination to improve tax efficiency.
One source for disciplined risk and performance management.
Protect what matters for your family.
Wealth Strategist
Senior Operations Associate/Office Manager
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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