Professional Story and Services

I am committed to helping clients gain confidence in their financial decisions. By listening intently to clients’ goals, values, aspirations and concerns, then working with them to create a customized strategy to help in achieving what is important to them while balancing risk is my primary goal. I work primarily with local businesses, and individuals, identifying opportunities to increase the efficiency of their financial strategies, and ways to compliment the flow of business success to personal and family success.
Services Include
  • Endowment Management
  • Defined Contribution Plan Consulting
  • Defined Benefit Plan Consulting
  • Private Wealth Management
  • Non-Qualified Deferred Copmpensation Consulting
  • Captive Insurance Consulting
  • Business Planning
Securities Agent: HI, WY, WI, WA, VA, UT, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, ND, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1680475
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Personal Story

Ryan is an Alumni of Hawaii Pacific University, and University of Utah, holding a Bachelors Degree in Speech Communication. He also has a background in real estate investment which had been his career focus between 2007 and 2016, building his own management, construction, rehab, and acquisition companies from the ground-up, while creating value for investment properties. He is Chief of Hawaii’s SCCA RallyCross Region, organizing and competing in events throughout the state to serve both motorsports enthusiasts and charities. He is also an avid competitor in Hawaii’s SCCA AutoCross program.


    733 Bishop Street
    Suite 2800
    Honolulu, HI 96813
    (808) 525-6080(808) 525-6080
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