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 Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

Interests

I like to play tennis twice a week.

Community participation

Volunteer for D.A.Y organization.

Previous experience

  • Rockford Heat Treaters, Inc, President/Owner