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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

  • Thunderbird School of Global Management, Masters in International Finance, 1989-1990
  • Indian Institute of Technology, Bachelor of Technology, 1983-1987

Awards & recognition

  • Financial Solutions 4U, Ameriprise Client Experience Award, 2020-2021

Professional associations

  • Founding member The Connoisseurs Club
  • Charter member of the TiE Houston Chapter
  • Thunderbird School Of Glob Management Alumni
  • Indian Institute of Tech Alumni

Previous experience

  • Vice President & Senior Financial Advisor at Merrill Lynch, 2005-2016
  • Investment Representative at Edward Jones, 2001-2004
  • Vice President of The Chase Manhattan Bank, 1993-2000

Community participation

- Former Board Member Indo American Charity Foundation

- Child Advocates of Fort Bend

- Avance Houston

- Pratham USA

- Houston Food Bank

- TiE Houston

Interests

- Family lives in Missouri City, TX

- Two daughters, Senior and Sophomore in College and a 12 year old dachshund

- Enjoying playing Golf and Tennis (Sweetwater Country Club, Memorial Park)

- Photography (Architectural wonders old and new)

- Travel (Studied, worked and lived in 8 countries)

My photos

3 albums
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