EXPERIENCE AND BACKGROUND

Nick is passionate about building lasting relationships grounded in trust, respect, and a deep understanding of what matters most to you. He believes that the foundation of effective financial advice is listening carefully—learning about your unique circumstances, priorities, and goals. This allows him to design thoughtful, customized strategies that help guide you through complex financial decisions, whether for personal estates or business needs. His mission is to walk alongside you, working diligently to help you pursue long-term financial confidence and clarity.

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EDUCATION AND CREDENTIALS

With over 18 years of experience in personal financial planning, investment management and insurance planning; Nick has dedicated his career to serving clients with care and precision. He spent 10 years with Edward Jones, where he was recognized for outstanding client service (2011–2017) and contributed to the Hawaii leadership team (2010–2018). Nick and the team at Mission Financial Group have received several national awards. They were recently recognized by Independent Financial Group as one of their few Elite advisor teams and also received national recognition as a top 10 Financial Planner by Financial Services Review magazine. 

 

Nick earned his Bachelor of Business Administration with a focus on finance, options, and derivative markets from the University of Hawaii at Manoa. He also holds the AAMS® (Accredited Asset Management Specialist) and AIF® (Accredited Investment Fiduciary) designations, along with the Series 7 and Series 66 securities licenses and life and health insurance licenses in Hawaii, California, Washington, Michigan, Texas, and Florida. These credentials reflect his commitment to maintaining the highest standards of care and competency in serving his clients.

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PERSONAL INTERESTS AND CONTRIBUTIONS

Outside of work, Nick finds joy in spending time with his wife, Janean, and their two active sons. He remains deeply engaged in his community, having served on the board of his local church and in leadership roles with the Rotary Club of Hawaii Kai, the Hawaii Kai Chamber of Commerce, and the Hawaii Kai Business Networking International chapter. Whether in his professional or personal life, Nick is continually focused on refining his process and deepening his knowledge to better serve families as they work toward their most meaningful financial goals.