Observing my mom teach elementary students in Seminole County for over 15 years, I always admired her passion towards the importance of education and helping others. Ever since I can remember, I wanted to follow in her footsteps and uplift my community through education, compassion and understanding.

While I get my kind spirit from my mom, I get my work ethic and perseverance from my dad who grew up in India and moved to the U.S. in his twenties. He is now a successful financial advisor with Edward Jones, and I chose to follow in his footsteps. I deeply admire the way he has changed lives in the community, and I want to continue that legacy.

I was raised in Winter Springs and then attended the University of Florida, receiving a bachelor's degree in information systems. Returning to central Florida was important to me because of my family and the great community I grew up in. To promote prosperity in my local community, I serve on the executive board of the Casselberry Chamber of Commerce.

When I am not building relationships, I enjoy traveling, indulging in world cuisine, practicing yoga, spending time with my rescue cats, Lilo and Miso, collecting plants and volunteering.

I am dedicated to truly understanding what is most important to my clients and their families. I use an established process to partner with my clients throughout their life and help them stay on track to reach their financial goals.

Please do not hesitate to reach out for a complimentary, confidential consultation. I look forward to understanding your unique situation and providing you with tailored solutions.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • New Investors
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Yoga
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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