Home: Honolulu, HI; Manteca, CA. Birthplace: Livermore, CA. Organization: Journey Wealth Management, LLC. Title: Founder and CEO. Significant other: Patricia, my wife.
Recent recognition: Excel Elite Advisor Award annually since 2018, and Legend’s status, 75 million overall One AE production for 2024. Latest contribution to others: Active support of U.S Vets, Backcountry Horsemen of California, Golden State German Shepherd Rescue, Aiea Athletic Boosters, Hawaii Food Bank, and Second Harvest of the Greater Valley. What’s been your big (or biggest leap)? Founding Journey Wealth Management in 2010 after twenty-five years of military service, building a thriving firm from scratch with offices in both Hawaii and California.Hobbies: Golf, water activities (paddleboarding, bodyboarding, snorkeling, and diving). Recent travel or adventure: Regular commutes between Hawaii and California, and any time in the water counts as an adventure.
Personality profile: Disciplined, service-oriented, relationship-driven. Moral compass: Integrity and commitment to family, clients, and community. How do you define an ideal business relationship? Built on trust, long-term commitment, and a genuine understanding of each client's dreams. What is your greatest joy? Helping clients achieve the retirement they've always dreamed of. How do you relieve stress? Golf; time in the water. What ingredient is essential to your perfect vacation? Ocean water, whether diving, snorkeling, or paddleboarding, visiting National Parks in the US and abroad.
What was your first paying job? Busboy at Lyon’s Restaurant. Enlisted soldier in the U.S. Army right out of high school. What was your favorite college course? Military Science. Besides your parents, who has had the greatest influence on your life? The U.S. Army and the soldiers I led and served alongside. What’s the best advice you received growing up? Live a well-balanced life grounded in integrity and a strong commitment to your family, friends, and colleagues. What’s the best advice you received in your career? Start planning your next chapter before you need to, and set goals for personal, physical, and spiritual growth.
What is your big idea?
Retirement is a journey, not a destination, that begins long before you leave the workforce and continues as you adapt your goals, needs, and resources along the way.
What change are you working on to effect in your profession or field? Countering the financial industry's over-reliance on high-risk investment strategies, helping both conservative and aggressive investors find a smarter middle path. What change would you like to see in the world? A world without war, where governments truly work in the service of their people. What widely held belief do you reject? That a high rate of return is the primary goal of financial planning. True success is protecting what you've built while reducing risk.
As a kid, what did you first want to be when you grew up? A businessman. How would you choose to spend tomorrow, if you knew it was your last day on earth? With Patricia, the kids, and the grandkids all together as a family. What advice would you give your younger self? Build your next chapter before you think you're ready and anchor it in a life of integrity, balance, and commitment to your family.
Personal mission: Helping individuals and families achieve the retirement they've always dreamed of through education, relationships, and a plan built to last. Desired epitaph: Hard work combined with a pragmatic approach to education and business.
