Advisor profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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12
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
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Intergenerational Planning

Education

  • MBA University of Rhode Island

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Local Business Network, Novi, MI

Community participation

  • Treasurer, Michigan Indo American Chamber of Commerce, Detroit, MI
  • Novi Chamber Member, Novi, MI
  • Volunteer, Gleaners Food Bank, Detroit, MI
  • Volunteer, Forgotten Harvest, Oak Park, MI
  • Volunteer, Cass Corridor Soup Kitchen, Detroit, MI

Interests

  • Golfing
  • Travelling
  • Spending time with my husband Jerry and children Dan, Ryan and Serena and cheering on their college teams - MSU Spartans and the Michigan Wolverines

My photos

5 albums
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