Our Core Values
Lokahi
Collaboration
Coordinating seamlessly with our clients and carriers
Ho’okele
Navigator
Charting a path and traveling with our clients on their journey
Pono
Integrity
Committed to making decisions that align with the success of our clients.
Our Process Steps
Consultation
We want to sit down with you to gain an understanding of the various assets involved in your daily lifestyle and to identify any potential exposures that need to be accounted for.
Custom Insurance Plan
Our team carefully reviews the details discussed during our session with you to tailor an insurance plan with appropriate coverage limits and options specific to your unique situation.
Maintenance
Once coverage is bound and you are entered in our program, we will coordinate future consultations to review coverage renewals and make corresponding adjustments to your insurance plan as your lifestyle changes.
Meet Your Private Client Group Advisors
Todd Tamori
Assistant Vice President
Private Client Group Account Executive
