About Ohana Financial Planning
Ohana Financial Planning
A Member of Advisory Services Network, LLC
76744 Burman
Richmond, MI 48062
📞 313-618-0692
About Ohana Financial Planning
I believe that every client deserves to be treated like family. The palm tree in our logo represents strength, stability, peace, and victory — values that guide how I work with every client who trusts me with their financial future.
My mission is to guide business owners preparing for their next chapter, retirees and pre-retirees seeking peace of mind, and families building their legacy — always with the care, respect, and dedication I’d offer my own loved ones.
Why I founded Ohana:
After years with two Fortune 500 financial services firms, I saw a pattern: clients often get handed off to junior advisors as their accounts grow, losing the personal relationship they started with. I started Ohana to do things differently. When you work with me, you work with me directly — from our first conversation through every stage of your financial journey. You won’t be passed to an associate or shuffled to a team. Your goals, your questions, your plan — all handled personally.
With extensive experience helping business owners navigate the complexities of exiting their companies, I understand that a successful transition is about more than numbers — it’s about securing your future and honoring the business you’ve built. I’ll help you create a comprehensive plan to protect your wealth, minimize taxes, and support your long-term goals.
For families, I take the time to get to know you — your dreams, your concerns, and your values — so we can craft financial strategies that fit your life today and tomorrow. From retirement income planning to estate strategies and investment management, my focus is on building lasting relationships and providing guidance you can trust.
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®), I combine the resources and compliance standards of major firms with the personalized service of a boutique practice. You get institutional-quality planning with the attention you deserve.
My commitment is to treat every client like family. I’m here to listen, educate, and empower you at every stage. My passion is helping you achieve clarity and confidence, so you can focus on what matters most.
Ready to experience the Ohana difference? Let’s start planning your future together.
After years with two Fortune 500 financial services firms, I saw a pattern: clients often get handed off to junior advisors as their accounts grow, losing the personal relationship they started with. I started Ohana to do things differently. When you work with me, you work with me directly—from our first conversation through every stage of your financial journey. You won’t be passed to an associate or shuffled to a team. Your goals, your questions, your plan—all handled personally.
With extensive experience helping business owners navigate the complexities of exiting their companies, I understand that a successful transition is about more than numbers—it’s about securing your future and honoring the business you’ve built. I’ll help you create a comprehensive plan to protect your wealth, minimize taxes, and support your long-term goals.
For families, I take the time to get to know you—your dreams, your concerns, and your values—so we can craft financial strategies that fit your life today and tomorrow. From retirement income planning to estate strategies and investment management, my focus is on building lasting relationships and providing guidance you can trust.
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®), I combine the resources and compliance standards of major firms with the personalized service of a boutique practice. You get institutional-quality planning with the attention you deserve.
Ohana’s commitment is to treat every client like family. I’m here to listen, educate, and empower you at every stage. My passion is helping you achieve clarity and confidence, so you can focus on what matters most.
Ready to experience the Ohana difference? Let’s start planning your future together.
Ohana Financial Planning and Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.