Meet The Team

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Andrea Deutsch

Senior Investment Advisor & Managing Member

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Brian Ishihara

Senior Investment Advisor & Managing Member

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Jeanne St. John AWMA®

Senior Investment Advisor

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Cory Nakamura CFA, CFP®, PPC®

Chief Investment Strategist & Managing Member


David Kirkeby CFP®

Senior Investment Advisor & Retirement Plan Specialist

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Matt Tanaka

Chief Compliance Officer & Managing Member

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Courtney Choy

Investment Advisor

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Moani Perreira



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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.