Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 6, 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Branch Manager, Charles Schwab, 2003-present
- Manager, Fidelity Private Wealth Management Group, 1999-2003
- Manager, Fidelity Brokerage Services, 1994-1999
- Registered Representative, Fidelity Investments, 1992-1994
Education
- MBA, Westminster College
- BS, Business Management, BYU-Hawaii
- Attended California State University Fullerton
Personal interests and affiliations
- Kokua Hawaii Foundation
- Chamber of Commerce of Hawaii
- Hawaii Meals on Wheels