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Our Process Steps


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.


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.

Todd Tamori

Assistant Vice President
Private Client Group Account Executive

Colissa Kagihara

Private Client Advisor

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Todd Tamori (808) 533-8747