What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

Demetrios Paraskevopoulos

Demetrios Paraskevopoulos

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Demetrios Paraskevopoulos's website

Team

Krishna R. Kamath

Krishna R. Kamath

Investment Specialist

Qualifications

  • Bachelors in Accounting-Bangalore University, India
  • Institute of Chartered Accountants of India-Intermediate Level
  • Market Maker for Baliga Investments- Managed order tickets on the floor of the Bombay Stock Exchange for over 4000 clients.
  • Series 7 Licensed

Roles & Responsibilities

  • Conduct comprehensive portfolio evaluation and provide insight on upcoming trends. Evaluate the balance of risk and reward and ensure it is in line with clients risk tolerance and goals.
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Susan Schmuck

Susan Schmuck

Client Service Specialist

Qualifications

  • Bachelors Degree from NYIT
  • Over 20 years of Client Service Experience

Roles & Responsibilities

  • Client Service
  • Scheduling Appointments
  • Assist with Financial Planning
  • Practice Communications
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