Awards Received
Business Awards Received:
2025, ‘26 Osaic Ovation Recognition Award (Top 2% Nationally)
2024 Osaic Odyssey Wave 1 Recognition Award (Top 7.5% Nationally)
2021 - 2023 Appointed to Royal Alliance’s Royal Council (Top 240 Nationally)
2015 - 2019 Signator ACE – Top 250 Nationally
2014 Signator ACE – Best In Class
2010 Joint Base Pearl Harbor-Hickam: Community Volunteer of the Year
2006 Appointed to Wedbush Morgan Securities Management Advisory Council
2006 Promoted to Senior Vice President, Wedbush Morgan Securities
2005 Promoted to Vice President, Wedbush Morgan Securities
2000 - '03 Morgan Stanley Dean Witter Director's Club Award
1999 Promoted to Associate Vice President, Morgan Stanley Dean Witter
1998 Morgan Stanley Dean Witter Advisors Sales Excellence Award
1998 Dean Witter Reynolds National Sales Director Award
1997, '98 Dean Witter Reynolds Outstanding Performance Award
1995 1995 Hawaii Jaycees Young Outstanding Persons Award
Ovation & Odyssey is an internal Osaic recognition that recognizes financial professionals within the firm. Qualification is based on minimum production and investable asset requirements.
Royal Alliance’s Royal Council award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
Morgan Stanley Dean Witter awards are internal awards based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.