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I moved to Hawaii in 1979 from the San Francisco Bay Area, where I received a Bachelor of Arts from the University of California at Berkeley in 1972.

After owning and operating businesses here in Hawaii I began my career with New England Financial, a MetLife affiliate in 1989.  Through the years I have obtained the CERTIFIED FINANCIAL PLANNER^TM certification, CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), CLTC (Certified in Long Term Care) and LUTCF (Life Underwriting Training Council Fellowship).  I am licensed to sell insurance in HI, CA, OR, NY as well as other states.

My practice began with a small business focus. I soon discovered the family aspect of small business and became increasingly aware of estate conservation strategies. I was asked to join the board of and became Vice President of Make-A-Wish Hawaii in 2002.  Because of my commitment to children and the family, I decided to focus my practice in helping families with special needs children and dependents plan for the future of their family. 

I help families answer the questions:

• Who will take care of my child when I am not able
• How will they have a good quality of life
• How will they maintain government benefit eligibility?

Special needs planners must demonstrate not only an excellence in servicing clients in the areas of insurance and planning, but must also show a commitment to educating and aiding the special needs community. Therefore, I am not  only a resource but also an advocate for our special needs community.

I work with my clients to help achieve both short and long-term goals. I help individuals, professionals and business owners with the design and implementation of estate and business plans as well as business continuity, financial and tax saving strategies.

As a person who has special needs in his family, I have made a commitment to the special needs community to help parents in similar situations.  I am on the Board of Directors of the Arc in Hawaii, as well as a member of the down Congress, and a supporter of the various Autism societies, the Special Olympics as well as other organizations

My purpose is to help clients to determine their priorities and how to satisfy future needs.

For more great resources, articles, e-seminars, retirement planning and other geat information go to RESOURCES

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