Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Small Business

Education

  • Degree in Metallurgy Engineering
  • 1975-1979
  • Dr. S.S.G Engineering College
  • Gujarat State. India

Previous experience

  • Rockford Heat Treaters, Inc, President/Owner

Community participation

Volunteer for D.A.Y organization.

Interests

I like to play tennis twice a week.