About me
Thank you for wanting to know more about me.
I have over 24 years' of experience in finance:
- 20 years running my own business - having successfully set up and operated a 50-man media technology company, growing it to be a $5million business
- 4 years at Merrill Lynch – where I got my financial investment accreditations: Series SIE, 66 & 7
- Currently: 6 months at Northwestern Mutual – I now have my PA insurance license
I have an undergraduate degree in computer science & business from University of Pittsburgh and an MBA from Carnegie Mellon University.
Northwestern Mutual
I'm excited to build my practice with Northwestern Mutual. Here are some of the reasons:
- is a 165+ year old company.
- is a Fortune® 5001 company with $627 billion in total assets2, $38 billion in revenue and $2.4 trillion3 worth of active insurance protection.
- Has 7,000 financial specialists all over the US, with 100 specialists located in Pittsburgh: Cranberry, Monroeville, Greentree & Downtown
With Northwestern Mutual's resources and competencies, I can offer comprehensive financial strategies to my clients covering insurance (protection) and investments (growth) to achieve their goals and priorities.
My Practice
My financial planning practice is focused to help clients improve their savings, set up investment strategies, and implement tax-efficient strategies4 wherever possible. The 4 aspects of my practice are:
- Personal Planning
- Business Planning
- Estate Planning, and
- High Net Worth Planning.
My Family
My wife Lakshmi and I have been married 32 years. Lakshmi is the anchor of our family, patiently supporting me all these years along with my parents and our son, Abhiram. In 2023, we were blessed to welcome our daughter-in-law Ashkvina.
I love dogs and we currently have a red retriever – Leia!
Besides working out regularly at the gym doing weight training & high intensity interval training (HIIT), I regularly volunteer at the SV Temple in Penn Hills.
Family
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
