Born in American Samoa and raised in Hawai'i, I come from humble beginnings. I take pride in where I come from and my upbringing, despite the struggles. At a very young age, I made a promise to myself that I wanted to provide a better life for my family; providing them with opportunities that I never had growing up.
Throughout my life, helping others has been an integral part of who I am. This led me to choose a career in financial services because I believed I could make a difference in the lives of families in my community.
I am a proud alum of The University of Arizona. BEARDOWN! I was a Student-Athlete and Team Captain of the Foootball Program. I helped lead our defensive front during the 2011 and 2014-2016 seasons. During the 2012 and 2013 seasons, I put my life on hold and volunteered to serve a 2-year mission in Chile for The Church of Jesus Christ of Latter-Day Saints. Shortly after graduating from the U of A, I earned my Series 7, Series 66 and Life Insurance Licenses.
I am happily married to the love of my life, Lyndsay; and we are blessed with two beautiful girls, Brynlee and Nela. We are local residents of Verrado where I’m very involved in our community, serving on the Verrado Leadership Group and as a member of the Verrado Rotary Club. Perhaps the areas I love most is working with our youth groups at church and coaching our local student-athletes.
My passion is people; being able to serve them in a deep and meaningful way inspires me. While I may deal in numbers, researching investments, and developing financial strategies, what really excites me is fostering and cultivating relationships with my clients and working with them to achieve their long-term financial goals.
In August 2022, I made a pivot by hiring Sarah Elliott, to assist me in the growth and management of our business. Sarah and I work with our clients to fully understand their situation and what is important to them. Over the years, we continue to partner together with our clients to help keep them on track and make necessary adjustments when necessary. We also partner with other professionals, such as your CPA or attorney when necessary, to make sure all aspects of your financial picture are considered.
Relationships are key, and I believe that meeting face to face builds strong relationships. Our clients come first, so we'll meet when, where, and how you feel most comfortable. Your time is valuable, and we welcome the opportunity to provide you with our highly personalized services. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. Sarah and I would be honored to be yours.