DTP Honolulu, Hawaii Chapter Leader
As an Edward Jones financial advisor, I provide services and make a difference in the lives of our community here in Hawaii.
I care about empowering my clients, helping them to be comfortable with investing and assisting them as they make life-changing decisions. I partner with clients throughout their lives to help achieve financial goals through personalized strategies.
It is a privilege to serve a variety of clients whose goals range from growing wealth and saving for education to living a successful retirement. I work with multigenerational families to develop strategies for wealth transfer. Many of my clients are small businesses and we create strategies for business succession, growing assets and reducing taxes.
I collaborate with a team of CPAs, attorneys and insurance specialists to provide the most appropriate strategies. We use an established process to build personalized financial strategies for clients designed to achieve your goals. We help construct measurable objectives tailored to your circumstances and maintain regular contact to address any needs or changes.
I enjoy spending time hiking and enjoying our beautiful state with my husband, Craig, our daughter, Sophia, and our rescue dogs, Bella and Cotufa. Our son, Jax, is attending college at Colorado State University in Fort Collins, my husband's alma mater. I serve on the Legislative Advocacy Committee for the American Diabetes Association, work with the National Association of Women in Construction (NAWIC), the Professional Women's Network and volunteer with my dog as a "visiting" therapy dog at hospitals and schools.