Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Fund Specialist
  • Chartered Financial Consultant

Education

  • LLB - Bachelors in Law University of Ceylon Colombo Sri Lanka 1972
  • Postgraduate Diploma In Management (DMS) United Kingdom

Interests

  • Tennis - either watching or playing
  • Gourmet cooking and fine wines - Love cooking Eastern European and Mediterranean dishes; paired with French Champagne and wines
  • Reading - British Royalty and Crime fiction
  • Home improvement projects -2013 accomplishment kitchen cabinet makeover. Project for 2014 bathroom wall tiling.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016

Professional associations

  • Financial Planning Association
  • Million Dollar Round Table