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.
 |  |  |  |
|---|---|---|---|
 |  |  |  |
 |  |
Our Firm By the Numbers
Founded
2018
Clients Served
750 Families
Average
Client Age
50yrs - 70yrs
Minimum
Investment
$500k
Financial Planning Team
Service and Support Team
Jamila Worley
Office Manager | Ala Moana Office
Samantha Starbuck
Client Experience Manager
Crystal Ching
Office Manager | Ala Moana Office
Nina Nakamura
Office Administrator | Kevin Asano's Branch
Wendy Britt
Office Administrator | Kevin Asano's Branch
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.