With over 20 years of experience in real estate and mortgage lending, I help individuals, families, and seniors navigate property ownership, financing, insurance protection, and living trust document services in a coordinated and streamlined way.
Through Aloha Beech Company, I provide an integrated approach to buying and selling real estate, securing mortgage financing, protecting assets through life and property insurance, and assisting with living trust document preparation (LDA registered).
Many clients feel overwhelmed managing multiple professionals. My role is to connect the pieces — ensuring property, lending, and protection strategies work together.
I also have experience assisting elderly clients with housing transitions, retirement considerations, and long-term planning coordination.
Services include:
• Residential & Investment Real Estate
• Mortgage Loan Origination
• Life, Health & Property Insurance
• Living Trust Document Assistance
• Notary Services
My focus is simple: protect what you build and simplify complex financial decisions.
Licensed in California. Real Estate & Mortgage services provided through affiliated licensed entities. Insurance services offered through Beech Insurance Agency.