Welcome

As a graduate of the U.S. Naval Academy I manage my practice along the same principles that I lived by as a Naval Officer- to embrace the highest ideals of duty, honor and loyalty with the mind and character to assume the highest responsibilities of command, citizenship and government. I align my professional practice and my personal life to these same ideals so that I can truly serve you as my client with honor and integrity in all that I say and do.

I am a Chartered Financial Consultant® and Certified Portfolio Manager practitioner with Morgan Stanley in Yakima, WA but serve clients all over the country. The focus of my daily practice is to help you to preserve and grow your financial resources that are tailored to your individual needs and preferences. I assume that responsibility with the highest degree of purpose, humility and honor.

My clients appreciate the breadth of knowledge that I bring to our conversations and the competency that is reflected in implementing strategies to achieve their financial planning and investment goals. My personal values are grounded in my faith and a philosophy to help all people regardless of their background or their circumstances, to lend a helping hand to those in need and to provide advice that may inspire and encourage others to succeed in their personal and professional lives.

My goal is to serve as my clients’ trusted advisor- the advisor that they turn to for objective advice on critical financial matters related to their families, their businesses and careers, their well-earned retirement and their legacy. I welcome you to schedule an appointment, to explore the possibility of working together towards the fulfillment of your financial aspirations.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Planning for Education Funding5
  • Trust Services*
  • 401(k) Rollovers
  • Business Planning6
  • Divorce Financial Analysis7
  • Lending Products
Securities Agent: WA, TX, WV, WI, VT, VA, UT, TN, SD, SC, RI, PR, OR, NY, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, IN, IL, ID, HI, GA, FL, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1265038
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working Together

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

•Develop a thorough understanding of your financial goals and objectives
•Review and analyze your current financial situation
•Identify and tailor solutions that can help you meet your individual needs
•Implement your customized strategy, including personalized services and benefits
•Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

•Personal - Highly individualized and committed to helping you achieve financial success
•Flexible - Responsive to changes in your life and in your priorities over time
•Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

    Community Involvement

    I am actively involved in the community. I have served with the Boy Scouts, Yakima Schools Foundation, Yakima Capitol Theatre and the Downtown Yakima Rotary Club and I am a co-founder of the Asian Pacific Islander Community Leadership Foundation in Seattle. I am a past 2014 Chair of Operation Harvest and Board President for the Yakima Capitol Theatre.

    I am currently a Mentor for Entrepreneurs through Yakima Valley SCORE and in 2017 was appointed by Governor Jay Inslee as a Commissioner for the Washington State Parks and Recreation Commission.
    Adopted at an early age from an orphanage in Japan, I strived for academic excellence and attended the U.S. Naval Academy under a nomination by President Ronald Reagan. I graduated in 1989 with a B.S. in Marine (Nuclear) Engineering and served as a U.S. Naval Officer in both submarines and surface ships.

    Following my career in the Navy, I served as a regional operations manager for the Burlington Northern Santa Fe Railroad and then later joined Merrill Lynch as a financial advisor. In 2001, I joined the Seattle office of Morgan Stanley formerly Smith Barney as a financial advisor and soon joined the ranks of management. I have managed offices in Bellevue, Spokane, Kennewick, Pendleton, Walla Walla, Ontario and Yakima. I have been in the industry since 1997 and I am a Senior Vice President and Branch Manager with Morgan Stanley. I am designated in advanced financial planning and investment strategies as both a Chartered Financial Consultant® through the American College for Financial Planning and as a Certified Portfolio Manager through Columbia University and the Academy of Certified Portfolio Managers.  

    I am married to my wonderful wife and artist Mariane Sugihara and together we have five children- Jessica, Matthew, Jessica, Samantha and Joshua.  In my spare time I enjoy fishing, RV camping, target shooting, martial arts, duck hunting, volunteering for community projects and spending time with my family on our beautiful Selah farm.
      1985 - Valedictorian, Spanaway Lake H.S., Spanaway, WA
      1989 - B.S. Marine (Nuclear Engineering), U.S. Naval Academy, Annapolis, MD
      1990 - Naval Nuclear Power School, Orlando, FL
      1991 - #1 Ranking Student, Surface Warfare Officer's School, Coronado, CA
      1991 - Top Engineering Student, Diesel Engineering Officer School, Coronado, CA
      1992 - Rear Admiral Schonland Award Winner for Top Academic Student at Damage Control Officer's School, Newport, RI
      2013 - Charted Financial Consultant, ChFC, The American College, PA
      2013 - Certified Portfolio Manager, CPM, The Academy of Certified Portfolio Managers, Columbia University, NY

        Location

        3909 Castlevale Rd
        Ste 100
        Yakima, WA 98902
        US
        Direct:
        (509) 454-2347(509) 454-2347
        Toll-Free:
        (800) 634-5793(800) 634-5793
        Fax:
        (509) 454-2337(509) 454-2337
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

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        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        From Clueless to Clued In: Teaching Teens About Money

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        As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
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        Choosing an Environmental Charity

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        Market Information Delayed 20 Minutes
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