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2714 Redbridge Road, Tracy, CA 95377

(808) 342-8307
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Why Seascape Wealth Management?

What sets me apart as a Wealth Advisor:

  • Integrity - My clients trust me to be honest and always have their best interest at heart.
  • Communication - I listen intently to understand your goals, then explain investments and options clearly.
  • Collaboration - I am careful to base my recommendations on your values, preferences, and comfort with risk.
Client Centered

My career as a financial advisor began in 2013 in Honolulu, followed by two years managing the Edward Jones Ka'anapali branch in Lahaina, Maui. Later, I enjoyed 5 years directing the downtown office of Edward Jones in Tracy, CA. During the pandemic in 2021, I accepted the position of Senior Financial Advisor with Merrill Lynch.

After 25 years of working for others, I decided to start my own practice- Seascape Wealth Management. I now serve clients personally in Northern California, and Hawaii, and virtually nationwide.

My personal and professional experiences have taught me the importance of applying a wholistic approach to financial planning. I understand the joys and challenges of family life, the complexities of running a business, the sorrow of loss, and the necessity of preparing for the unexpected.

Throughout my career, I have seen firsthand how a well-structured financial plan can provide confidence and security. As my clients navigate the uncertainties of life, sound financial strategies often provide both stability and optimism for the future.

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Why Osaic Wealth, Inc?

FINRA requires independent advisors to register with a Broker/Investment Advisor firm. I chose Osaic Wealth because it is important that I maintain the same level of security and opportunities for my clients as in years past.

Osaic Wealth provides the following:

  • A team of advisors - Osaic Wealth is one of the largest networks of wealth management professionals in the nation. I personally collaborate with a group of 30+ experienced advisors in the SF Bay Area.
  • Operational and investment support - The Osaic system supports advisors with access to stocks, bonds, mutual funds, ETFs, advisory programs, insurance, and annuities. They also provide research, ongoing updates, education, and planning resources.
  • Oversight & Security - The U.S. financial services industry is highly regulated. Osaic ensures strict compliance with industry standards and procedures as well as cyber security and other crucial safeguards. 
Learn more about Osaic

Assets are held with Pershing LLC - Bank of New York Mellon Corporation.

BNY Mellon | Pershing

Why the Seascape name?

I Love the Ocean

I have lived on the Islands of Maui, Oahu, Kauai, Lanai & the Big Island of Hawaii. I also lived near the Puget Sound and now the San Francisco Bay. I absolutely love the ocean!

Connecting with the ocean brings a sense of balance, perspective, and vision that is mirrored in the financial planning process. While short-term waves can be unpredictable, we can plan for changing tides and long-term trends.  

Just as the ocean invites reflection and a wider view, financial planning can offer clarity and confidence amid the highs and lows of life. 

Seascapes inspire the mind and soothe the soul. Their calming sights and sounds transcend life’s cares, offering perspective and peace. Here, both the aching heart and anxious mind find solace. The rhythmic waves, the ocean breeze, and the shimmering light dancing on the water create a sense of harmony that is both grounding and limitless.

Where the sea meets the land, a shifting grandeur mirrors life’s ebbs and flows. Familiar scents stir distant memories, inviting reflection on the past and dreams of the future. In this orchestrated motion, new depths of meaning emerge, and in the mind’s eye are seen boundless horizons yet to be explored.

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