EXPERIENCE AND BACKGROUND

 

As a financial advisor, Nick believes it is important to invest his time in developing deep relationships. Developing mutual trust with you and gaining understanding of your unique situation allows him to create appropriate and comprehensive strategies tailored to your needs. Whether for personal estates or businesses, Nick's goal is to work closely with you toward the most important long-term financial goals.

 

EDUCATION

 

Nick developed his investment experience and insurance planning expertise over the past 16 years. 10 of those years were at Edward Jones where he was recognized for his client service excellence (2011-2017) and served on the Hawaii leadership team (2010-2018). Nick completed a bachelor’s of business administration with a major in finance, options and the derivative markets from the University of Hawaii Manoa.

 

He also earned the AAMS® (Accredited Asset Management Specialist) and AIF® (Accredited Investment Fiduciary) professional designations and holds registrations, licenses, and designations recommended for his work as a financial advisor: Series 7, Series 66, State Life and Health Insurance licenses for Hawaii, California, Washington, Michigan, Texas and Florida.

 

INTERESTS

 

Nick enjoys spending time with his loving wife, Janean, and two energetic sons. He has also served on the board of his local church and as past president for the Rotary Club of Hawaii Kai, the Hawaii Kai Chamber of Commerce, and the Hawaii Kai Business Networking International group. But he's always diligent in the pursuit of refining our established process to help families pursue their most important long-term financial goals.