Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, 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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education


  • Certified Financial Planner, CFP®
  • Masters of Business Administration
  • Chairman's Advisor Council
  • Private Wealth Advisory Practice


  • Thunderbird Graduate School of International Management; MBA in Finance and Marketing; 1984-1986
  • University of Minnesota- Duluth; Computer Science, Math, French, and a minor in Business; 1980-1984

Awards & recognition

  • AdvisorHub Advisors to Watch (over $1Bil), 2024
  • Barron’s Top 1,200 Financial Advisors, 2018-2024
  • Forbes Top 250 Wealth Advisors, 2019- 2024
  • Papadoyannis & Associates, Forbes Best-in-State Wealth Management Teams, 2023 & 2024
  • Forbes Best-in-State Wealth Advisors, 2018 - 2024
  • Papadoyannis & Associates, Forbes Top Wealth Management Teams: High Net Worth, 2022
  • Ameriprise Circle of Success, 2000 - 2023
  • Barron’s Top 100 Financial Advisors, 2022
  • Financial Times 400 Top Financial Advisers, 2015, 2017, 2018, 2019 & 2020
  • Ameriprise Chairman's Advisory Council, 2000-2023
  • Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2022
  • Papadoyannis & Associates, Barron’s Top 100 Private Wealth Management Teams, 2021 - 2023
  • Barron’s Top 100 Independent Financial Advisors, 2007-2010, 2013-2017

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Advisor Hub magazine has recognized this dedication by including me on their 2024 Advisors to Watch (over $1Bil) list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.


I find both physical and mental joy from playing tennis on regular basis. Some of my favorite courts are in Redwood Shores, San Mateo and San Francisco. When I have the opportunity to participate in a tournament I am always up for the challenge.

Travel is one of my favorite leisure pleasures and love when I have the opportunity to invite friends and family to my home country, in Greece. Since my oldest is in New York area, we also make sure to make time to visit her multiple times during the year.

I also find great joy in day trips around the Bay Area and along the coast.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.