Kathy works with a broad range of individuals and families, helping clients navigate investment management, retirement planning, and comprehensive financial planning.

She takes a relationship-driven and comprehensive approach to planning, with work that is rooted in proactive planning and meaningful client relationships.

Kathy’s background in wealth management and fiduciary planning supports a thoughtful and client-focused approach to helping clients navigate important financial decisions.

Outside of work, Kathy enjoys participating in community service projects, staying active, and spending time with her family.

Serving clients throughout Honolulu and the surrounding areas, including Kapolei, Hawaii Kai, Kahala, Kaneohe, Kailua, Pearl City, Kalama Valley, Mililani, Aiea, and neighboring islands.