Our Story

I started my journey in this field in 2002. Financial planning industry was full of brokerage and Insurance sales. The Financial planning field itself was at its young age. I started working at a brokerage house after completing my CFP coursework. I got my investment licenses and soon realized that it was mostly all about selling products and making commissions. I took the opportunity to learn about various products and the overall financial industry. I transitioned to work as a Personal Banker with leading Banks for few years before I started working in the Taxation field. I saw this as an opportunity to help individuals, which aligned with my personal values more than just selling financial instruments. I successfully ran and operated my own Insurance Business in Duluth, GA for Allstate Insurance. Looking back, I believe today that I am well equipped with the comprehensive financial knowledge and competence to serve my clients and put their interest first with an outstanding level of service.

Whether you are starting out, or planning to retire soon, from tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. I am committed to excellence and go the extra mile to make sure my clients are fully satisfied with our work. I partner with companies who have been serving satisfied customers for over 80 years. I can offer quality financial advice that is affordable and provide easy access for you to contact me in person, over the phone, or through my website – wherever and whenever you need. I know how important price and service are for a long-lasting relationship.

As a CFP® professional I am trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.
Contact me today for an initial consultation and find out more about how we can work together. I look forward to helping individuals and families like yours protect and grow their assets.