I help individuals who are looking for investment advice and decisions for their financial future. It's all about the client and their needs first! We start with a thorough discussion on where the client is, where they want to be at a certain point in their life - both short-term and long-terms goals. Then we work together on a plan to achieve these goals so the client can focus on the important things in life! Their career, family, retirement, travel or maybe helping their favorite… Show more I help individuals who are looking for investment advice and decisions for their financial future. It's all about the client and their needs first! We start with a thorough discussion on where the client is, where they want to be at a certain point in their life - both short-term and long-terms goals. Then we work together on a plan to achieve these goals so the client can focus on the important things in life! Their career, family, retirement, travel or maybe helping their favorite non-profit organization. We focus on financial peace-of-mind, whether someone is looking for growth and/or income - so the client can focus on life! Show less

One of my part-time, passion based next chapter projects. This is my opportunity to give back to the community and help young entrepreneurs! The Nalukai Academy Startup Camp is a ten-day intensive entrepreneurship, technology, and design camp for high school students hosted with the goal of ushering in the next generation of intelligent, collaborative business professionals. The camp covers a multitude of different subject areas with real world applications, such as management, digital… Show more One of my part-time, passion based next chapter projects. This is my opportunity to give back to the community and help young entrepreneurs! The Nalukai Academy Startup Camp is a ten-day intensive entrepreneurship, technology, and design camp for high school students hosted with the goal of ushering in the next generation of intelligent, collaborative business professionals. The camp covers a multitude of different subject areas with real world applications, such as management, digital storytelling, design thinking, and large scale digital projects. Campers at Nalukai are driven, clever, and innovative. They are never afraid to push the boundary of what is possible. Show less

I am a co-founder of Next Chapter Tech, which provides on-line courses to help people stand-out either on-the-job or during a job interview. We will be adding courses for small business owners in the near future.

Owning and managing a successful Packing and Shipping UPS Store that includes printing services, mailbox services, Notary services, Passport Photos, Blueprints, Banner & Posters, Shredding services and all other business needs of the community and small business owners.

Business Coaching. Helping business owners with strategic business planning and accountability, working "On" their business, not just "In" their business, tools for success, Employee selection, HR Management, Management systems, Expansion strategies, Sales Development and Accounting Solutions. Also coaching individuals all across the country explore self-employment options through education, coaching and access to hundreds of franchise and other business opportunities worldwide. Individuals… Show more Business Coaching. Helping business owners with strategic business planning and accountability, working "On" their business, not just "In" their business, tools for success, Employee selection, HR Management, Management systems, Expansion strategies, Sales Development and Accounting Solutions. Also coaching individuals all across the country explore self-employment options through education, coaching and access to hundreds of franchise and other business opportunities worldwide. Individuals who wanted the dream of being in business for themselves find the right business model, obtaining the right financing and building the dream of being a business owner. Show less

Held Series 7 (stock broker), Series 6, 63 and Life and Health Licenses. Specialized in company retirement plans such as 401K's, 403b's, Profit Sharing and SIMPLE IRA's. Also worked with individuals with long term and short term financial planning, retirement planning, investing, Long-term care, and insurance needs.

Worked in the First Hawaiian Bank Trust Department handling Employer Retirement Plans and large IRAs. I was the relationship manager and managed a portfolio of $150 million in assets for some of the largest employers in the state as well as small and mid-sized businesses. My certifications included a CRSP (Certified Retirement Services Professional), CRA (Certified Retirement Administrator) and CRC (Certified Retirement Counselor).

Worked in Bank of Hawaii's Trust Department assisting a Trust Officer in managing and administration for multi-sized companies Employer Retirement Plans. We handled Defined Benefit Pension plans, Profit Sharing Plans, 401K plans, and large IRAs. for approximately 100 Companies totaling $135 million in assets. Handled all administrative work including Stock Certificates, stock and mutual fund trades, wire transfers, processing contributions and distributions and maintenance of retirement plan… Show more Worked in Bank of Hawaii's Trust Department assisting a Trust Officer in managing and administration for multi-sized companies Employer Retirement Plans. We handled Defined Benefit Pension plans, Profit Sharing Plans, 401K plans, and large IRAs. for approximately 100 Companies totaling $135 million in assets. Handled all administrative work including Stock Certificates, stock and mutual fund trades, wire transfers, processing contributions and distributions and maintenance of retirement plan documents. Knowledgeable in FDIC and ERISA guidelines. Show less

Accountant for a local PUC regulated Moving & Storage company with locations on three islands (Oahu, Kauai and Hawaii) with approximately 4 million in annual sales. Responsible for all aspects of accounting for multi-location operations to trial balance and P&L and Balance Sheet financials. Supervised data entry and clerical staff on all islands relating to accounting functions. Handled A/P and A/R, payroll for approximately 100 employees, payroll taxes, bank reconciliations on 5 bank… Show more Accountant for a local PUC regulated Moving & Storage company with locations on three islands (Oahu, Kauai and Hawaii) with approximately 4 million in annual sales. Responsible for all aspects of accounting for multi-location operations to trial balance and P&L and Balance Sheet financials. Supervised data entry and clerical staff on all islands relating to accounting functions. Handled A/P and A/R, payroll for approximately 100 employees, payroll taxes, bank reconciliations on 5 bank accounts, auditing, collections, tax reporting and inventory. Audited and researched files to clean up prior accounts receivable listings and collection on old debts. Show less