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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Intergenerational Planning


  • Series 7, 9, 10, 52, 63 and 65 licensed


  • James Madison University, BBA , 1996
  • Series 7, Series 9, Series 10, Series, 52, Series 63, Series 65
  • Life & Health

Awards & recognition

  • Five Star Wealth Manager, 2015 - 2017

Community participation

Volunteer for Montgomery County Coalition for the Homeless (MCCH)

Volunteer for Habitat for Humanity


Manish lives in Northern Virginia with his wife and 3 children (2 of which are boy/girl twins). Outside of the office you can usually find him at soccer, basketball or swim practice.