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.


Interests

  • I love to paint and have been painting all of my life, although I have less and less time for that every day.
  • Horseback riding and Polo are longtime favorite hobbies of mine.
  • Lastly I love to be active in my community.

Community Participation

I volunteer, support, sponsor and organize weekly local South Asian cultural events.

I also like to be involved with non-profit organizations that deal with educating the marginalized & underprivileged youth.

20
Years of Experience ?

Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Family Finances
  • Investments

Awards & Recognition

  • Premier Protection Award, RiverSource Life Insurance Company, 2017
  • Premier Protection Award, RiverSource Life Insurance Company, 2018

Education

  • Masters in Law at Oxford University in England, 1980-1983

Previous Experience

  • MetLife, Financial Advisor, 1999-2016

My Videos(3 videos)

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