Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I help make people’s lives easier, managing multiple aspects of their finances so they can focus on their careers, families, and personal passions.
I enjoy dedicating myself fully to whatever it is that I am learning. As a result, I am able to alert clients to ideas and time-sensitive opportunities that align with their goals. Clients look to me for both technical insight and practical advice.
Growing up in a business-minded family, I quickly learned the importance of building wealth through prudent decision-making and diversified investing. I earned my M.B.A. at Pepperdine University, providing me with a strong foundation in business analytics. I’ve also owned and operated my own business, allowing me to relate well to other entrepreneurs.
HOW I’M DIFFERENT:
I want clients to understand the path of our decision-making process—why we’re doing what we’re doing. It’s important to me that clients grow in their own financial knowledge and comfort.
I offer a tax-sensitive approach to investing, retirement strategy, and legacy planning. I believe it’s really important to consider the long-term tax implications of today’s decisions—from how to invest to where to set up your business—knowing these decisions will have a significant impact on your long-term success.
I’m attuned to the distinctive issues that healthcare professionals and business owners encounter. I value their time, streamlining the day-to-day management of their finances so they can focus their energies on building their practices or optimizing their businesses.
I love meeting people and learning about them. Relationships are really important to me.
I’m a huge sports fan, particularly Lakers, Rams, & Dodgers!
I’m a luxury watch enthusiast and budding collector.
English & Gujarati
California State University System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.