About Kristi

My Mission

"To help Hawaii's individuals, families, and businesses live and succeed at home by providing smart and simple solutions that keep in mind our unique economy and place in the world."

Born and raised in Kaneohe, I'm proud to call Hawaii home. I'm a graduate of Castle High School and UH Manoa and currently live in Honolulu.

After starting my career in 2006, I've consistently qualified for the Million Dollar Round Table, The Premier Association of Financial Professionals® since 2012, and again most recently in 2018. 

I'm one of only four Financial Advisers in Hawaii appointed to Eagle Strategies LLC, a Registered Investment Adviser and subsidiary of New York Life Insurance Company and one of fewer than 300 CERTIFIED FINANCIAL PLANNERTM professionals in Hawaii.

Holding a Series 6, 7, 63, and 66 license, in addition to life and health licenses promotes a holistic approach that is essential to comprehensive planning and allows me to consider all areas--including Retirement, Estate Planning, College Funding, Insurance, and Investments

While I work with all clients, my practice focuses on individuals and families. I enjoy helping them with their planning needs and the unique challenges we face living in Hawaii.

As part of my committment to advocate for clients and our industry, I serve as New York Life's Political Involvement Leader, as well as on the Hawaii board of NAIFA (National Association of Insurance and Financial Advisors) and as a member of the Rotary Club of West Honolulu.

When away from the office, I try to spend as much time as I can with my husband and our new baby. And whenever posible we try to take advantage of all Hawaii has to offer including the beach, hiking, and all of Hawaii's ono foods. 

 

Experience & Achievements

  • 2012 - 2018 Million Dollar Round Table Qualifying Member*

  • 2012 - 2018 New York Life President's Council Qualifier

  • 2010 - 2017 New York Life Life All-Stars Award

  • 2011 - 2013 New York Life Annuity Champion

  • 2011, 2013  New York Life Long Term Care Circle of Champions Member

  • 2010 - 2011 New York Life Executive Council Qualifier

  • 2009 New York Life New Agent Case Rate Leader of the Year

  • 2009 New York Life Quality Council Qualifier

  • Registered Representative for NYLIFE Securities LLC

  • Agent with New York Life Insurance Company Since 2006

 

1Investment products are offered through NYLIFE Securities LLC, Member of FINRA & SIPC, a Licensed Insurance Agency.

*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence in life insurance sales performance.

 

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