As an advisor, Vidhya loves working with small business owners and young families. From uncovering their goals to making a plan to achieve them, she will work with them every step of the way to build a financial approach customized to their needs. She helps clients build their savings and protect themselves, their families, and their businesses in case of unexpected emergencies. She also enjoys helping her clients create an optimal employee benefits plan at the most competitive price.
Outside of the office, Vidhya enjoys yoga, chess, spending time with her family, and watching shows on Netflix.