Meet The Team
Partner, Financial Advisor
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David enjoys photography and golf, is a member of Church of the Crossroads, and sits on the Board of Directors for Hawaii Opera Theatre. After working with his brother and sister for many years, he is thrilled to see the next generation...
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Taea loves walking across the street to her parents' house with her husband Grant and their two sons, spending time in their yard together, having family dinners, hiking on quiet trails around the mountain, and going to the beach.
Partner, Director of Business Development
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Megan has recently taken up ballet, piano, drawing, painting, and fly fishing, and is currently writing and illustrating her first children’s book. She has always been drawn to in-depth conversations that drive to the heart of why...
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A lifelong surfer growing up on the Eastern Shore of Maryland, Grant was drawn to Oahu’s waves after completing his Bachelor’s degree in Geography from the University of Maryland. He married Taea in 2014 and took a bigger leap by joining...
Partner, P&C Insurance Manager
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Karen is a graduate of the William S. Richardson School of Law. She has known the Takagi family since 1989, when she and Megan became friends at Lunalilo Elementary School. She is a certified yoga instructor and in her free time she...
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Marie enjoys surfing, hiking, yoga and producing artwork. Her artwork reflects personal and conceptual ideas through symbolism and metaphorical imagery, often depicting her close relationships with family and friends; some pieces have...
Assistant to Taea Takagi-Jones - P&C Insurance
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In her spare time Myrna enjoys reading, walking with her sister, and attending Zumba classes.
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While she loves hiking and going to the beach with friends, Joann loves eating just as much. She has an IG account dedicated to finding delicious spots to eat on Oahu.
Part-Time Staff Member
Sharon loves action movies, word search puzzles, water aerobics, and learning new things.
Conversations about money can be awkward...
...but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401k account from ten years ago.