Financial planning tailored to your goals

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Lori is a Certified Private Wealth Advisor® and Certified Exit Planning Advisor®. She was born and raised in Honolulu and is a graduate of Iolani School. She attended New York University and graduated with a degree in Economic Theory. Her experience includes portfolio management specializing in equity options and volatility arbitrage. She was a floor trader on the American Stock Exchange in New York and later worked for the proprietary trading company PEAK6 Investments in the Chicago Board of Trade. She obtained her investment licenses working in the Private Client Division at Oppenheimer & Co. in New York. She joined UBS in 2014 after spending four years building her practice at Morgan Stanley Wealth Management.

She is on the board of the Kapahulu Community Center and is a sustainer in the Junior League of Honolulu. She is also co-founder of the PacLeaders Program at the Atherton YMCA which is a training program that prepares college students for workplace readiness. She has a passion for helping the development of students and is also a regular speaker at the Shidler School of Business at the University of Hawaii. She enjoys traveling and spending time with her family.

CA License #0K33639

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Certified Exit Planning Advisor
• Private Wealth Advisor
• Portfolio Manager

• AZ
• CA
• CO
• HI
• ID
• IL
• MA
• MD
• OR
• PA
• TX
• UT
• WA

Kyle is a Certified Financial Planner™, Certified Private Wealth Advisor®, and holds a Certified Public Accountant license. He was born and raised in Honolulu and is a graduate of Iolani School. He attended the University of Southern California where he obtained his bachelor and master’s degrees in four years. He started his career in the Los Angeles office of Deloitte & Touche where he serviced banks, real estate companies, non-profits, and asset managers in the firm's external audit practice. After earning his CPA license, he was an investment banking analyst at Financial Technology Partners in San Francisco handling corporate mergers and acquisitions and IPO consulting. He joined UBS in 2014 after spending four years building his Wealth Management practice at Morgan Stanley. 

Kyle currently serves on the boards of University Health Partners of Hawaii, the Hawaii Estate Planning Council, and the Wai’alae School Foundation. He is a member of the Hawaii Society of Certified Public Accountants, the Hawaii Association of Public Accountants, and is regular guest speaker at the Shidler School of Business at the University of Hawaii. 

CA License #0K34958

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER™
• Private Wealth Advisor
• Portfolio Manager