As an immigrant, I’ve experienced the adversity, opportunities, and resilience it takes to build something meaningful. It is what sparked my passion for helping others achieve their version of the “American Dream.”
With over 25 years in wealth management, I’ve dedicated my career to guiding individuals, families, professionals, and business owners toward financial confidence. Financial planning is more than just numbers and charts; it’s about people. Money carries emotions, aspirations, and sometimes uncertainty, and my job is to create space for honest conversations that lead to informed financial decisions.
I focus on working with successful women and blended families, drawing from my own experiences, to help them navigate financial complexities with clarity and purpose. Oftentimes, these unique journeys are ignored and typically assessed as ordinary. I take the time to recognize the personal nature of each circumstance.
Throughout my tenure, I’ve “coached” clients, not just “advised” them, because coaching requires a partnership where learning from each other with integrity is key. My approach goes beyond managing wealth. I focus on protecting futures, supporting dreams, and building meaningful, long-term relationships with my clients, who, oftentimes, become friends because of the level of care I bring to their journey.
Before joining Vista Investment Partners, I spent 17 years at J.P. Morgan Chase (including Bank One), gaining deep knowledge in investment strategies and holistic financial planning. I hold Series 6, 7, 63, and 65 licenses, as well as Life, Health, and Long-Term Care Insurance credentials. My background in Political Science and Economics from Indiana University laid the foundation for my human-centered approach to finance.
Beyond my work, I’m deeply committed to my community, serving on several philanthropic boards and using my voice to advocate for others. At home, I enjoy traveling, cooking, and spending time with my daughter, Priya, and my partner, Bill.