Our Team As a member firm of the Valmark Financial Group, one of nation's leading Wealth Planning Firm, we at Kawabe & Associates, LLC, have a team of experts to take us through every step of the Virtual Family Office Process. Our Team approach to everything we do ensures that we are providing a great client experience throughout the entire process from the quality of service to the expertise we bring in, to best serve our clients. As the quarterback of the professional planning team overseeing the entire Virtual Family Office Process, we have teamed up with our professional expert team made up of Attorneys, CPAs, High End P & C Specialists, Insurance Specialists and other experts, as needed, to provide the necessary expertise to get the job done right the first time. This interdependent approach we take, along with being the catalyst of the professional expert team, allows us to stay connected with every member of the team and be on the same page, so collectively, we can help our clients to achieve their ultimate goals. This unique approach of having accountability for the entire planning process is what separates our firm.For the benefit of our existing clients, we can only take a limited amount of new clients for whom we feel we can make a significant impact each year. However, we welcome you to contact us to see if we are the right fit for you. K&A Bob T. Kawabe, CFP®, ChFC, CLU Founder and Principal (808) 945-7775 firstname.lastname@example.org Bob T. Kawabe, CFP, ChFC, CLU, is the founder and principal of Kawabe & Associates, LLC, a Wealth Management Firm, focusing on providing wealth management solutions to select groups of successful self-made business owners,... Read more Janet Kawabe Client Relations Manager (808) 945-7775 email@example.com Janet Kawabe has been with Kawabe & Associates, LLC from the very beginning. She has played an important role for the firm being the very first person our clients meet with her pleasant and friendly voice being the initial contact of... Read more Michael Braico Business Coordinator 8089457775 8086701718 firstname.lastname@example.org Starting with the Kawabe and Associates, LLC team in 2017 as an intern, Michael Braico has become a full-time team member of the firm in January 2022, after a few years of hiatus from the industry. One of Michael’s life... Read more VALMARK Michael McClary, MBA Chief Investment Officer Chris Finefrock, MBA, CFP® Financial Planning Judson Forner, CFP®, CRPC® Investment Operations Chris Bottaro, MBA Insurance Underwriting Tyler Denholm, CFA® Investment Analyst Zach Hurst, CFP Financial Planning Phil Jackson, MBA, CLU, CFP Estate and Business Planning Keith Miller, MBA, CLU, ChFC Insurance Planning Michael Michlitsch, MBA, CRPC Policy Management / Life Settlements Doug Wilburn, JD Chief Compliance Officer How We Work Our first priority is to help you to take care of yourself and your family. We want to get to know you and learn more about your personal situation, identify your dreams and goals, and to really understand what is important in your life. Building personal long-term relationships with open and honest communication have been the cornerstone for the foundation of our success in working with our clients.