Managing Director, Wealth Manager
Business experience
- Current: Investment Adviser Representative of LPL Financial®
- Senior Financial Consultant, Ameriprise Financial Services, Inc., Alpharetta, Georgia
- Financial Consultant, American Express Financial Advisors, Alpharetta, Georgia
Designations and degrees
- Chartered Financial Consultant®
- Chartered Retirement Planning Counselor℠
- Accredited Investment Fiduciary®
- MBA, 1981, hotel management
- Oberoi school, affiliated with Cornell University, Delhi, India
Notable accomplishments
- Million Dollar Roundtable, 2003–2007*
Areas of focus
- Insurance (life, health, LTC)
- General financial planning
- Investment advice:
- Tax sensitive
- Socially responsible
- Alternative investments
- Estate planning strategies
- Charitable giving
- Retirement planning:
- 401(k)
- Pensions
- IRAs
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.