Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted financial advisor.

Before coming to Edward Jones, I earned degrees in management and had various titles working in the world of healthcare finance for hospitals in NY. For me, the absolute best part of working in management was having the ability to mentor and advise. It was then that I truly understood how working with individuals, creating a plan of action for them and seeing them succeed was something that brought me great joy. With a passion for helping others create and walk a path customized to their needs and desires for their lives, I took the leap to Edward Jones where I saw the tools, resources and client-centric approach that would help me realize my vision for helping others.

I have a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. When fear and misunderstanding are gone, we are free to make the best long-term choices to achieve our goals, whatever they may be. I strive to make sure my clients feel heard and understood, and treat every person with respect, without judgment and with a sincere and heartfelt interest in your story and dreams for the future.

I create customized strategies using our five-step process, regularly review and adjust with my clients as markets and goals change, and partner with them throughout their lives to stay on track. Regardless of whether a client has complex wealth management and estate needs, is saving for a child's education, just retired or just started saving, I am here to help.

My own story includes my wonderful husband, Preet, who is my best friend that motivates and inspires me, our sweet, funny and adorable daughter, Anmol, and our fur baby, Raja.

Thank you for taking the time to know me better.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • New Investors
  • Insurance & Annuities

My Personal Interests

  • Baking
  • Board Games
  • Canoeing
  • Community Outreach
  • Hiking

Office Information

Office Address

801 Saratoga Rd Burnt Hills, NY 12027

Mailing Address

P O Box 329 Burnt Hills, NY 12027

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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