LEADERSHIP TEAM

 


Caine H. Nakata

Caine

Born and raised in Honolulu, Caine Nakata entered the financial industry at a young age. Caine mentored under his father, who has 40 years of experience in the financial industry. Caine later went on to become one of the top producers at Mutual of Omaha, and he continued his success at Bankers Life and Casualty. He received numerous industry and corporate awards for his service while ranking in the top 3% of all advisers in the world. Caine is also a former board member of NAIFA, the National Association of Insurance and Financial Advisers.

Throughout his career, Caine realized that the demands of the corporate world were more about their shareholders, and not about their employees and their clients. In November 2010, Caine founded Milestone Coach Advisory Services, an organization founded on educating the people of Hawaii on their planning needs.

Caine’s personal experience of being a business owner himself gives him the understanding of the concerns most business owners have. Locally owned businesses play a crucial role in the Hawaii economy, and he wants to ensure that family businesses continue on their legacy on the islands. One of the most important events in a business owner’s life is when they finally pass down their business to the next generation. Caine specializes in educating business owners on strategies that provide them longevity and flexibility within their personal business.

Caine and his family live on the Hawaii Island. During his free time, he enjoys the outdoors and golfing with his friends and colleagues.

Jasmyn Ke’ala Nakata, Vice President

Jasmyn.jpg

Born and raised in Hawaii, Jasmyn Nakata started life with very humble beginnings. Despite growing up in a household that didn’t have hot running water most of the time, Jasmyn always appreciated everything her parents and grandparents provided for them.

Jasmyn excelled in sports at Kamehameha High School, being part of the 1st Team ILH water polo and paddling teams. She later went on to graduate from the University of Hawaii at Manoa with a degree in psychology.

In 2007, Jasmyn became licensed in the industry. Jasmyn dedicated her entire life to her career so that she could provide a good life for her daughter and give her the opportunities that she didn’t necessarily have growing up.

Jasmyn co-founded Milestone Coach Advisory Services with a vision to provide superior planning for all families throughout Hawaii by focusing on the education of people at any age in life. After being blessed with her second child, the need for education for children grew and became one of her primary goals. It became her mission to be able to provide all children the opportunity to get quality education and be able to help parents fulfill their goals of sending their children to college.

Like Caine, Jasmyn has enjoyed her time living on the Hawaii Island. Family and the Hawaiian culture are very important to her and this island emanates both of those aspects in her life. She is also very excited to see her two children learn and grow on this island, but hopefully they don’t grow up too fast!

Travis Tazawa, Executive Director

With the business philosophy of focusing on where you want to go, not what you fear, Travis faces each client’s unique situation head on with honesty and integrity. He is committed to helping clients design a blueprint for reaching life’s milestones and building on it with unique and state-of-the-art products. Passionate and driven, Travis strives to help clients find stability in their futures. He believes the keys to a reliable income strategy is well-established and long-term relationships with a full understanding of retirement needs and goals.

Travis graduated from Pacific University with a degree in business administration. He consistently looks for ways to improve and evolve as an insurance professional and has continued to further his expertise with a variety of courses and exams. He is licensed in life, health, property and casualty insurance and has earned his Series 65. He is excited to use his certifications and licenses to positively affect the people of Hawaii.