As a Financial Coach with WestPac Wealth Partners, I feel that I have achieved a great deal in my professional career. My idea of success comes from helping other people accomplish their goals. I enjoy networking and meeting new and interesting people. I have achieved multiple high-level financial goals as well as hold offices to several volunteer organizations. I specialize in business/estate planning, Asset protection and investments, as well as life and disability insurance. I work closely with each of my clients to customize a plan that will work with their specific lifestyle and coach his clients to live their best lives.
I have a multicultural background as I was born in Hawaii and lived in Europe for 6 years. I love to travel and learn about different people and cultures, play soccer, and spend time with friends and family. When I am not at the office or meeting with people, I love spending time with my beautiful wife, son Luca, triplets Maia, Matthias, and Marley, and newborn son Milo. In 2018, Theo moved his family to Maui to open the office on the beautiful Valley Isle.
My time at United States Military Academy at West Point Academy as well as my military service has provided me with the discipline and dedication needed to achieve my dreams both personally and professionally.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 500 Ala Moana Blvd., Suite 3-400, Honolulu, HI 96813 808.695.2100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0I57718 | 2023-164199 Exp. 11/25