My siters and I were born in the small town of Gooding, Idaho. We grew up primarily in southern Idaho with a couple years in the Sacramento, Calif. area. In 1970, I attended college in Santa Cruz, Calif. for a couple years and then left to begin raising a family.
In 1984 I moved to Hawaii and in 1996 decided to change my career from construction management to the financial field. While working, MetLife primarily focused on life insurance sales, I had an experience with a client that needed assistance in processing a death claim for her husband. That incident changed the trajectory of my career path to full financial planning. It helped me discover a superior approach in designing an advanced, successful, and more dynamic impact on an individual’s life and those they love.
Now my highest purpose is to ensure that my clients who have entrusted me with their protection and dreams will continue through their lifetimes with the highest quality in care, commitment and counsel. I am very fortunate to have acquired partners who share the same values and hopes for our clients, and with a vision to take this practice to a more sophisticated and dynamic level. Our utmost gratification is our clients’ success.
My personal interests these days are: attending my daughter’s ballet recitals and cheerleading competitions, golfing with my wife, and creating new and wonderful memories with both of them.
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