Helping people find clarity and confidence in their financial lives is what drives me. I am passionate about helping people live with intention and clarity in their financial lives. I’m especially energized by watching clients reach meaningful milestones, whether that’s paying off debt, retiring on their terms, or finally taking that dream trip they’ve been putting off. I believe that financial success is about more than just numbers, it’s about aligning money with your values and long-term vision. I’m particularly interested in behavioral finance, retirement planning, and tax-efficient strategies. These areas not only challenge me intellectually but also allow me to provide deeply personalized guidance to each client. Outside of work, I’m an avid golfer, a proud plant dad, and a die-hard Manchester United fan (yes, even during the tough seasons!). I recently married my incredible wife, Dr. Shalini Agrawal, in May 2025, and we’re enjoying this exciting new chapter together. When I’m not in the office or on the course, you can find me training for my first marathon, which I’ll be running in September 2025.