Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 license
  • Series 66 license
  • Life and Health Insurance license

Education

  • BS, Mechanical Engineering, National Institute of Technology, Rourkela. India

Interests

Travel

Foreign affairs

Reading

Sports

Community participation

  • Member, Harford County Chamber of Commerce
  • Member, Baltimore Council on Foreign Affairs
  • Member, Mason-Dixon Business Association

Professional associations

  • The Entrepreneurs Club of America