Born in England, my family moved to the United States when my brother and I were small children.  As many hardworking immigrants do, they came here hoping to achieve the American dream and provide a better life for our family. With hard work, dedication, and determination they became business owners in the Hospitality industry. Consequently, this “go-getter” spirit was instilled in me from a young age leading to my success not only in the workplace but with my friends and family. 

As a first-generation college student who balanced schoolwork and was financially independent at a young age, I learned the value of time and money.  Additionally, my studies focused on a business management degree that taught me about all the different aspects of running a business: Marketing, Finance, Economics, HR, Accounting and Business Law.  

I began my Finance career with HSBC Bank.  At the same time, my wife and I opened our own business which is now called The UPS Store.  My wife Rupel has owned and operated The UPS Store for 19 years and purchased a second store in 2016.  

As a business owner myself, I have a specialized background that allows me to provide necessary insight for entrepreneurs looking to enhance their financial horizons. Most of my business clients are looking for advice pertaining to saving money on taxes and diversifying their assets beyond their business.  Most of our focus is targeted towards generational wealth planning and protecting their assets with Life Insurance and Long-term care. 

I believe understanding what’s most important to my clients and their families is the best way to help them achieve financial freedom. To personalize this experience, I use an established process that customizes tailored solutions to pursue their long-term goals.  Most importantly, I am with my clients at every important moment throughout their life as a professional resource to ensure they stay on track in pursuing their financial goals.