Meet The Team

 

  • Katie Buck

    CEO, Private Wealth Manager - Honolulu, HI

  • Jeff Buck

    CIO, Private Wealth Manager - Honolulu, HI

  • Lorin Chun

    Private Wealth Manager - Honolulu, HI

  • Alvin Abe

    Private Wealth Manager - Honolulu, HI

  • Tom Niver

    Private Wealth Manager - Cherry Creek, CO

  • Corrinna Paxton

    Private Wealth Manager - Kahului, HI

  • John Kinsaku Larry

    Private Wealth Manager - Kapolei, HI

  • Wade Abreu

    Financial Professional - Honolulu, HI

  • Scott Tusa

    CDO, Private Wealth Manager - Honolulu, HI

  • Rachelle Davis

    Private Wealth Manager - Honolulu, HI

  • Sean Hite

    Private Wealth Manager - Honolulu, HI

  • Jeremy Raffery

    Chief Revenue Officer

  • George Purdy

    Private Wealth Manager - Kona, HI

  • Derek Woods

    Regional Sales Director

  • Rocco Palumbo

    Private Wealth Manager - DTC, CO

  • Brandi Kamano

    Private Wealth Manager - Honolulu, HI

  • Alex Johnson

    Private Wealth Manager - Honolulu, HI

  • Rebecca Hettinger

    Private Wealth Manager - Cherry Creek, CO