Our team is dedicated to crafting personalized financial
strategies that align with your unique goals and aspirations.
15+ years in the capital markets in industries ranging from natural resources, aviation and logistics, to trust fund management and capital appreciation. An expert in business strategy focusing on capital formation and arrangements, revenue growth strategies, and private-
company exit planning.
30+ years in the food and beverage, logistics, distribution, and marketing spaces in Hawaii and the continental United States, serving much of that time as the head of company or in other executive level capacities. An expert in strategic planning and operational execution, as well as market insights and industry and business intelligence.
Seasoned sales executive with 10+ years in the real estate industry. As coach and mentor, has developed individual, group, and organization-wide methods and processes for operational effectiveness in sales. Is passionate about empowering individuals and organizations to perform at their optimal best.
15+ years in global business development in the private equity space, focusing on strategic financing using a combination of debt and equity instruments. Also, an expert in business procurement and creating new lines of business within corporate structures.
5+ years in the accounting and financial analysis space where she has done financial analysis and modeling for a number of high profile Native Hawaiian and locally owned companies, as well as for local and national economic research projects. Is an expert at building financial
statements that directly reflect business models, as well as organizing, extreacting, and making sense of business and economic data.