Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

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


  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™


  • Master of Business Administration (MBA)
  • Bachelor of Technology (B Tech Honors) in Mining Engineering

Community participation

Indian School of Mines North America Alumni Association


I enjoy travelling and visiting World Heritage sites.

I enjoy playing Golf.

I am an avid reader, with a focus on financial industry.