Born and raised
in Hawaiʻi
All team members were born and raised in Hawaiʻi, so a local sensibility permeates the firm, leading to a better understanding of our clients' needs and goals. Our greatest reward is helping our clients find financial clarity and balance.
Check the background of our investment professionals on FINRA’s BrokerCheck ↗
Tao for financial
clarity and balance
Joy is a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience guiding individuals, families, and business owners through the complexities of wealth management. Having entered the financial services industry in 1999 and becoming licensed in 2001, she specializes in comprehensive planning that integrates retirement and distribution strategies, investment management, tax-efficient planning, and legacy considerations, consistently with a fiduciary commitment to her clients’ best interests.
In addition to her CFP® certification, Joy holds the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor® (CPFA®) designations. Born and raised in Hawaiʻi, Joy returned home in 2007. Deeply rooted in her community, she values meaningful relationships both personally and professionally and is passionate about helping families create financial clarity and confidence for future generations.
Outside of work, Joy enjoys spending time with her family, actively volunteers with her church, and has been known to coordinate an occasional pickleball tournament.
Jena is a Financial Advisor Assistant at TAO Investments Hawaiʻi, where she supports clients and advisors through responsive service and seamless operational coordination. She manages records, client communications, and daily workflows with precision and care, contributing to a professional and client-focused experience.
With a passion for financial planning and strong organizational skills, Jena plays a vital role in delivering personalized, values-based support aligned with TAO Investments’ mission and clients.
In her free time, she enjoys spending time with family, running, and reading.
Peter founded Tsukazaki & Associates, LLC in 2004, which later rebranded into TAO Investments Hawaiʻi in 2015. His vision of creating and developing a boutique service organization has driven his career of over 35 years.
Peter’s early success in establishing key relationships and learning from industry experts helped to develop the local expertise necessary for an exceptional team.
His core education foundation consists of the following designations: Accredited Investment Fiduciary Analyst (AIFA®) from the Center of Fiduciary Studies, Qualified Plan Financial Consultant (QPFC), and Tax Exempt and Government Plan Consultant (TGPC) from the American Society of Pension Professionals and Actuaries.
Peter continues to advance his knowledge base by regularly attending specialized workshops and by becoming a member of the National Association of Plan Advisors (NAPA) Government Affairs committee in 2013, and has since been invited to represent the community and practice in Washington, DC. Peter holds the FINRA Series 7 and 63 registrations through LPL Financial.
Aside from the technical jargon, Peter enjoys traveling with his family.
Shelley is the Office Manager and has been an integral part of the company for 20 years. She is a key contributor to the team’s success, keeping the office operating smoothly and efficiently. A diligent and exceptionally organized taskmaster, she coordinates meetings, directs the overall administrative workflow, and oversees the entire office.
In her personal time, she remains engaged in her children’s activities and cherishes time spent with family, friends, and her four dogs.
Brad is a Partner and in charge of Client Services at TAO Investments Hawaiʻi. He holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® (AIF®) designations and works predominantly with the firm’s wealth clients, overseeing all client-facing initiatives.
Brad is actively involved in the Business Executive Society of Tomorrow (BEST) student organization and the Scouting program with Pack and Troop 35. He holds FINRA Series 7, 63, and 65 registrations through LPL Financial and maintains life and health licenses.
Outside of work, Brad enjoys supporting his three children in their many activities, golfing, fishing, and cooking for his family.
Jason is the Senior Consultant for Participant Services at TAO Investments Hawaiʻi and brings 33 years of experience in the financial services industry. Over the last 26 years, his work has centered on guiding individuals through retirement planning and long‑term savings strategies.
As a Financial Advisor, he has extensive experience serving both high‑net‑worth individuals and emerging investors. He provides guidance on saving, investing, and wealth‑building, and he delivers personalized strategies that reflect each client’s individual financial goals.
Jason has earned the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations and holds FINRA Series 6, 7, 63, and 65 registrations through LPL Financial. He additionally maintains a State of Hawaii license for life, accident, and health insurance.
Outside of work, he can often be found perfecting automotive finishes, relaxing with family, or embarking on quests to uncover whatever unique flavors a place has to offer.
Ryan is a Managing Principal of Retirement Plans at TAO Investments Hawaiʻi with over 15 years of experience in the retirement plan industry. He has partnered with organizations of all sizes to design, implement, and oversee retirement plans that serve both employers and the long-term financial wellbeing of their participants, providing fiduciary guidance, compliance oversight, and strategic support to help plan sponsors fulfill their responsibilities and help participants achieve better retirement outcomes.
Prior to joining TAO, Ryan spent 14 years at TIAA, advancing through multiple roles to Senior Director of Relationship Management, where he oversaw approximately $13 billion in assets under management serving institutional clients across California, Alaska, and Hawaiʻi.
Ryan holds the Chartered Retirement Plans Specialist® (CRPS®) and Certified Plan Fiduciary Advisor (CPFA) designations, along with FINRA Series 7, 63, and 65 registrations through LPL Financial. He also holds Hawaii Life, Variable Life, and Variable Annuity licenses.
Outside of work, Ryan serves as Board Treasurer at Catholic Charities Hawaii, reflecting his dedication to serving and strengthening local communities across Hawaiʻi. He also enjoys spending time with his wife, son, and daughter at the beach and sandbar.
Derwin is a Partner and in charge of Investments at TAO Investments Hawaiʻi with over 30 years of experience in the investment industry. Throughout his career, he has overseen billions in assets across equity, taxable fixed income, and municipal bond portfolios, including institutional portfolio management responsibilities covering trading, analysis, and operations.
He has worked with high-net-worth families, institutions, and corporate clients to build investment strategies aligned with their goals and values. At TAO, Derwin provides institutional investment analysis, strategic insight, and guidance on the firm’s economic outlook, helping support both clients and the broader consulting team.
Derwin holds the Chartered Financial Analyst® (CFA®) and Accredited Investment Fiduciary® (AIF®) designations, along with FINRA Series 7 and 63 registrations through LPL Financial.
When he is not working, Derwin enjoys spending time with his family and cheering on his son at baseball games.