I currently serve in multiple roles. First, I am a financial advisor specializing in retirement planning, driven by a strong desire to help friends and family align their wealth with their goals and values. Additionally, during tax season, I provide tax preparation and planning services to help individuals optimize their financial strategies.

Second, I am a Budget Analyst for Hawaii’s Statewide Airport System, which oversees five primary airports—Daniel K. Inouye International Airport (HNL), Kahului Airport (OGG), Lihue Airport (LIH), Ellison Onizuka Kona International Airport at Keahole (KOA), and Hilo International Airport (ITO)—serving domestic, overseas, and international carriers. The system also includes six smaller airports primarily accommodating propeller-driven commercial and general aviation traffic, as well as four small airports dedicated to general aviation.

Personal:

• I was born and raised in the suburbs of Philadelphia. It was there I met my wife, Jacy, and followed her back to Oahu in 2008. After spending one year in Lahaina, I have called Kaneohe my home ever since.

Hobbies:

• Traveling, sailing, and longboarding small waves.

• Playing Fullback/Center-back for the Ohana FC men’s 35+ soccer team.

• Going for walks/hikes with my border collie daughter, Toba girl.

• Learning and training in Jiu-Jitsu with the great people at TeamHK.

• UH Baseball games at Les Murakami & traveling to watch the Phillies.

Education:

• May 2015 - BA, Business Administration - University of Hawaii

• December 2018 - AAS, Applied Trades - Honolulu CC

• May 2013 - AA, Liberal Arts - Windward CC

Certifications / Licenses:

• CERTIFIED FINANCIAL PLANNER® ("CFP®")

• Enrolled Agent (EA); admitted to practice before the Internal Revenue Service.

• Electrician (Ship & Boat), U.S. Department of Labor

• Electrician, U.S. Department of the Navy

Professional Experience:

• June 2022 – Present: Financial Advisor, Toba Financial LLC

• Jan. 2024 – Present: Budget Analyst, State of HI – DOT – Airports

• June 2024 – July 2024: Financial Planning Extern, Amplified Planning

• Sept. 2021 - May 2022: Client Services Specialist, Summit Financial Advisors

• May 2016 – Aug. 2021: Electrician (Shop 51), Pearl Harbor Naval Shipyard