Chief Wealth Manager, Founding Principal
Co-founded Apriem in 1998
Expertise: Directing the firm’s long-term strategy and industry partnerships. Serves as primary wealth manager to key clients.
Serves clients to the highest degree: Treating each and every client like a member of his “Ohana” (“family” in Hawaiian, his heritage).
Acquired wisdom: After almost a decade of working for a large investment firm, started Apriem to focus on relationships and purpose. Growing up in a large family, he learned the importance of communication and teamwork.
Works overtime: Has been known to talk in his sleep.
Honed his listening skills: Juggling life with four children within the first five years of marriage.
Aspires to: Be an empty-nester!
Finds balance: Spending time with his family on mission trips to developing countries.