My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

My interests are vast and almost always surrounded by family and the core values we believe in. I love to travel with my husband of 25 years and together we have visited some of the most interesting places in the world.

Some of my fondest memories are the time spent with people of different and unique cultures during our travels. I love art and theater and trying different foods from every part of the world.

My family and my relationships with my clients are very dear to me and I consider myself lucky to have these wonderful people in my life.

Community Participation

  • Actively involved in the India Club of Metropolitan Dayton
  • Teach Indian dance and culture to children in the Dayton area
  • Member of the Social Advisory Board for the Country Club of the North
  • Member of the Greene County Volunteer Leadership Council for the American Cancer Society
  • Health Initiatives Committee Chair of the Greene County Volunteer Leadership Council for the American Cancer Society

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science in Business, Wright State University, June 1985

Professional Associations

  • DTMA

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(5 videos) X

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