Business experience
- 2009–Current: Investment Adviser Representative of Commonwealth Financial Network®
- 2003–2008: Senior Financial Consultant, Ameriprise Financial Services, Inc., Alpharetta, Georgia
- 1998–2002: Financial Consultant, American Express Financial Advisors, Alpharetta, Georgia
Designations and degrees
- Chartered Financial Consultant®
- Chartered Retirement Planning CounselorSM
- 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, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.