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The Mission Team

Dedicated To Your Success

We believe every family deserves a trusted guide

to help them navigate their most important moments and decisions.

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Our Firm By the Numbers

Founded
2018
Clients Served
750 Families
Average
Client Age
50yrs - 70yrs
Minimum 
Investment
$500k

Financial Planning Team

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Managing Partner | Financial Advisor

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Managing Partner | Financial Advisor

Service and Support Team

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Jamila Worley 

Office Manager | Ala Moana Office

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Samantha Starbuck

Client Experience Manager

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Crystal Ching 

Office Manager | Ala Moana Office

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Nina Nakamura 

Office Administrator | Kevin Asano's Branch

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Wendy Britt 

Office Administrator | Kevin Asano's Branch

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Janean Abbott 

Office Administrator | Hawaii Kai Office

Better Every Day

Coming together with a common goal...we want to help others define and achieve the purpose of their wealth. 

Our culture, sense of collaboration and spirit of helpfulness are matched only by our unrelenting focus on clients.

They set us apart. We are united in our desire to make a meaningful difference in the lives of our clients,

our community and each other – beginning with you.