For 20 years I’ve been helping individuals and business owners plan for their retirement. My role as a Retirement Income Specialist at MetLife gave me a great sense of accomplishment, especially when clients told me they had more confidence and certainty about their future. However, I wanted to do even more to serve them.
My association with Hyre Personal Wealth Advisors allows me bring an approach to financial planning that’s inclusive and accepting. All are deserving of a comprehensive approach to creating a financial plan that will enable them to reach all of their goals.
My wife is a Dentist and owns her own practice. She has provided me a great deal of insight to the issues Dentists and Physicians face having a dual role as medical professional and business owner. With proper planning we’ve been able to help prioritize and implement practice management, wealth accumulation and asset protection strategies.
We’ve had the pleasure to live in downtown Columbus for the last 13 years and have been thrilled with how much this city has grown. There’s so much more vibrancy and energy now than ever before. We love the festival season, and it’s all within walking distance for us - what a great city!
Licenses: Series 7, 66, Ohio Variable Life and Health
Certifications: CERTIFIED FINANCIAL PLANNER™
Bachelors of Science in Business Management
Favorite Food: Growing up in Hawaii, I was introduced to many Pan Asian dishes that I still love. I have to admit, when properly cooked, Spam can be awesome!
Bucket List Item: I want to see the majesty of our planet from space.
Best Decision I’ve Ever Made: I left Huntington Beach, CA and drove to Ohio with most of my belongings in my SUV for an opportunity with MetLife in 2002. It changed my life, and ultimately led me to where I am today.
Favorite Quote: “Every day is a new beginning. Treat it that way. Stay away from what might have been and look at what can be.” - Marsha Petrie Sue