10 North Martingale Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Accredited Investment Fiduciary™ (AIF®), Chartered Retirement Planning Counselor™ (CRPC®), Certified Divorce Financial Analyst™ (CDFA®)
AIF™ designees have the ability to assist corporate trustees with retirement plans, and clients with implementing proper investment policies and procedures.
A CPRC® has been credentialed by the College of Financial Planning Board of Standards and is committed to competent and ethical behavior when providing retirement planning counseling.
A CDFA® is must pass intensive training program to become skilled at analyzing and providing expertise on the financial issues of divorce. CDFAs are accredited by the Institute for Divorce Financial Analysts™ (IDFA™), which is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
Delhi University – New Delhi, India BS Political Science (Honors), 1978National-Louis University – Chicago, IL BS Business Administration, 1992
Series 7, 63 and 65Life and Health InsuranceProperty and Casualty Insurance
2008-Present, Chicago, IllinoisManaging Principal, Leading Edge Wealth Management, Chicago, IL
1993-2007, Chicago, IllinoisPlatinum Financial AdvisorBusiness Financial AdvisorAmerican Express Financial Services IncAmeriprise Financial Services Inc.
President’s Recognition Award 2001Circle of Success QualifierAmeriprise Financial Services Inc
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.