As an Advisor Assistant, I help to provide clients with attentive, personalized service. I also help keep operations running smoothly by managing documentation, coordinating follow-ups, and supporting the advisory team.
My passion for financial services grew from my love of helping people. My background in customer service and sales is where I discovered how thoughtful service can impact clients’ lives.
I’ve always had an affinity for numbers and finance. I hold an MBA with a concentration in investment and finance and have earned the Behavioral Financial Advisor® designation. I hold FINRA Series 7 and 63 securities licenses, as well as life and health insurance licenses. My strong background in insurance and annuities allows me to assist advisors with a well-rounded understanding of risk management and long-term planning strategies.
I genuinely appreciate the culture at Potomac Financial. The collaborative environment and supportive colleagues exceeded my expectations and reinforced my commitment to the firm.
Originally from Nepal, I moved to the United States in 2012 and now live in Northern Virginia. Outside of work, I enjoy spending time with my wife, daughter, and mother, along with our Shih-Poo, Momo, and staying active playing cricket, volleyball, and badminton.
Education & Credentials
- MBA, St. Xavier’s College, Nepal
- Behavioral Financial Advisor™ designation