Education and Professional Accreditation

"Six essential qualities that are the key to success: Sincerity, personal integrity, humility, courtesy, wisdom, charity."

-William Menninger

Education and Professional Accreditation


BBA - Business Administration, suma cum laude, University of Hawaii at Hilo - 1989 Continuing Professional Education: over 40 hours every year

MBA - Masters of Busness Administration, with honors, University of Hawaii at Manoa - 2002

Professional Accreditation

CPA - Certified Public Accountant - 1993

PFS - Personal Fianancial Specialist - 2006 established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA (American Institute of Certified Public Accountants) members who have demonstrated considerable experience and expertise in that area. The AICPA has only accredited approximately 2,500 CPA/PFSs in the United States since 1985.