Jeffrey joined American Savings Bank as a financial consultant in October 2020 and was promoted to first vice president, wealth advisor in January 2022. He is committed to helping customers reach their financial dreams through personalized investment opportunities. This all starts with getting to know his customers’ financial needs and goals so he can help chart a sound path forward.
Jeffrey holds Series 7 and 66 securities registrations, a life insurance license and received his master’s degree in business from Webster University.
As a Maui resident, Jeffrey is passionate about outdoor adventures and experiences. He volunteers with the Ultra Cycling Association, enjoys cycling and swimming and has completed many of the most difficult 500-mile cycling races around the world, including the 6x500-mile, 48-hour Ultra Cycling Race.
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† Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817. (808) 735-1717.
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