Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CIMA® Certified Investment Management Analyst®

Education

  • Utah State University, Master of Science in Manufacturing Engineering

Interests

It is important for me to serve the community. I work as an honorary Yoga Teacher at The Yog Sadhan Ashram in West Chicago, IL. I help the people in my community cope with today's stress by working with them to strengthen their Body and Mind.

Languages: Hindi, Marathi

Community participation

Yoga Instructor at Yog Sadhan Ashram, West Chicago, IL

We provide free classes for the community to experience the benefits of yoga, to reduce stress and improve the body and mind.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2015
  • Five Star Wealth Manager, 2016

Previous experience

  • Wealth Advisor, Vice President, Morgan Stanley, 2001 - 2013
  • Manufacturing Engineering Manager, Fortune Brands Home & Security, 1986-2001