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Get to Know Your Milo Ohana

Troy Wada Photo
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Troy Wada

Principal Wealth Advisor

What would you be doing if you weren’t working at INPAC?

I fell in love with Japan when I visited in 2014. If I weren’t working for INPAC, I’d love to spend most of my time there. However, if I wasn’t working at INPAC, I’m sure my life would be mundane.

I love helping our clients live out their dreams. The only reason why I wouldn’t be at INPAC would be if I chose to retire. I’m a workaholic, though, so I know I’ll always work in some capacity.

What’s the best advice you’ve ever received?

The best advice I ever received was from a life coach who is now one of my great friends: “Life is like a wheel of balance — each spoke represents physical, spiritual, financial, family and community balance.”

Life can be busy. It’s so easy to get caught up on just one aspect of life and let the others suffer or fall short. Trying to create a balanced wheel in all areas of life can help make life more fulfilling. However, creating that balance is easier said than done.

Realizing that everyone is human helped the entire INPAC ohana become better planners because it’s not always about the numbers — it’s about our clients’ wheels and how we can make the most out of each spoke.

Why do you do what you do?

I got familiar with the concept of “being in business” while growing up in the family fish business on Kauai. Only now have I really come to understand the true meaning of being in a business that is worth being in. There is something so fulfilling about designing wealth plans that allow our clients to enjoy every stage of life.

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John Kwee

Wealth Advisor

Why do you do what you do?

I grew up watching my mother build a company from the ground up. She woke up every morning at 4 a.m. to bake personalized cookies — grabbing all of the ingredients, mixing the dough and pulling out multiple racks in the oven. She would finally return home at 8 p.m. just to start the process all over again the next day.

As a teenager, my whole family would help by doing deliveries every day to stores. We even shipped Cookkwee’s Cookies to Canada once. After 30 years, these cookies are still on the shelves of many grocery stores in Maui.

I respect my mom so much, and I know there are so many other humble beginnings out there — many of which include hardworking families who work diligently to build and preserve their legacy. I’m grateful for the opportunity to serve and make a difference in people’s lives.

What’s the best advice you ever received?

“If you realized how powerful your thoughts are, you would never think a negative thought” by Piece Pilgrim.

When you go through life, there are so many good things and bad things that happen. If you react negatively to those, your entire world can change. You have the power to set the tone for your life.

What do you love most about being a part of INPAC?

INPAC is a prime example of humble beginnings and hardworking families coming together. I cherish that. I love being a part of a team that extends our hands to the rest of Hawaii, just like my family did for each other growing up.

Lexi Dalmacio Photo
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Lexi Dalmacio


What do you love most about being a part of INPAC?

I love that our team is very welcoming, dependable and driven. It is truly wonderful to have others who see such great value in each of our opinions, practices and goals for our clients and ourselves.

Why do you do what you do?

Along the Hamakua Coast on the Big Island, I worked on my family’s macadamia nut farm and ranch. I enjoyed the outdoor experience as I gained valuable knowledge, but our greatest challenge was not the hours of laborious work — it was managing and planning our finances.

That’s why I enjoy building financial plans for individuals, families and businesses because I believe everyone deserves to have someone by their side and who also has their best interests in mind.

What do you feel most grateful for in life?

I am grateful for the people and opportunities life has offered me. Several people have impacted me for better or for worse, but either way, it’s helped me become a more caring, passionate and determined young adult who’s motivated to continuously improve our communities.

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