1163 South Beratania Street
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Vice President, Certified Financial Planner
Glennel moved from Los Angeles to Maui when she was 15. After graduating from Seabury High School, she moved to Oahu to further her education at the Hawaii Pacific University. She earned a BSBA degree in Entrepreneurial Studies, and a...
President, Certified Financial Planner
Kelley was born and raised in Hawaii. She graduated from Pearl City High School. Kelley earned a BS in Speech from the University of Manoa. Furthering her education, she earned a MBA from California State Long Beach. Kelley is a...
Financial Planner, Client Relations
Doug grew up in the Midwest. He moved west to attend Bethany Bible College in Santa Cruz, CA where he earned a BS Psychology. Shortly after he moved to Oahu and has been a Honolulu resident for over 30 years. Doug enjoys working with...
Financial Professional - Maui
Elsa Agdinaoay-Segal was born and raised on the island of Maui. She is a graduate of Baldwin High School. She attended Hawaii Pacific University where she earned a BSBA Degree in Human Resource Management. She holds a Chartered...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.