H1STORY OF HAWA11ANO

• I HAVE BEEN PRACTICING AS AN ACCOUNTANT SINCE 2006.
• SINCE 2011, I HAVE OWNED MY OWN ACCOUNTING FIRM SPECIALIZING IN HELPING HAWAII BASED BUSINESSES TO REDUCE THEIR TAXES AND HAVE THE CONFIDENCE TO MAKE LARGE FINANCIAL PURCHASES.
• IN 2013, I ADDED A FINANCIAL EDUCATION COMPONENT TO MY SERVICE OFFERING TO NOT ONLY HELP MY CLIENTS, BUT THEIR CHILDREN, AND GRANDCHILDREN TO ENSURE THAT THEY ARE FINANCIALLY LITERATE AND CAN BE FISCALLY RESPONSIBLE WITH THEIR MONEY. I HOPE TO GET MY FRIST GREAT GRANDCHILD CLIENT ADDED TO THE LIST IN 2023.

EDUCATION

• UNDERGRADUATE DEGREES 
• ACCOUNTANCY WITH A SPECIALTY IN SUPPLY CHAIN MANAGEMENT
• FINANCE WITH A SPECIALTY IN REAL ESTATE
• MASTERS IN ACCOUNTANCY & FINANCIAL MANAGEMENT
• SPECIALTY IN PERSONAL FINANCE AND TAX 
• STARTED AT FULL BACK FOR JIM HARBAUGH AT THE UNIVERSITY OF SAN DIEGO 
• BLOCKED FOR ALL PFL AND DIVISION 1AA RUSHERS AS A STARTING FULL BACK FOR ALL 3 YEARS
• I MAKE HOLES FOR THEM TO RUN THROUGH ... I HAVE LEVERAGED THE SAME MENTALITY WITH TAX PLANNING FOR MY CLIENTS

WORK HISTORY PRIOR TO STARTING THE FIRM

• AMERICAN SAVINGS BANK: HONOLULU - COMMERCIAL BANKER 
• KPMG: SAN DIEGO - BUSINESS ADVISORY SERVICES
• GRANT THORNTON: IRVINE AND LOS ANGELES  - BUSINESS ADVISORY SERVICES
• TREASURY DEPARTMENT: INTERNAL REVENUE SERVICE 
• POST OF DUTY - SOUTHERN CALIFORNIA
• REVENUE AGENT - AUDITOR OF SELF EMPLOYED & SMALL BUSINESSES 
• AUDITED THOSE WITH ASSETS UNDER 10 MILLION
• 1040, 1065, 1120, & 1120S