Qualifications

Areas of Professional Focus:

• Wealth Management
• Retirement & Estate Conservation Strategies
• Family Financial Engagement
• Education Funding
• Business Owner Financial Strategies

My Passion for Serving

Maintaining a strong sense of community and a solid professional foundation are very important to me. I enjoy working with culturally-diverse clientelle, and offer a my own experience and background when working with Indian, Burman and Southeast Asian families such as my own.

To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
     Master of Science, Insurance (MSI)
     Chartered Life Underwriter (CLU)
     Chartered Financial Consultant (ChFC)

Learn more about how you are involved in your own success! Click here.