Advisor profile


What you can expect when you work with me

 My 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 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. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • 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

Interests

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.

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.

Awards & recognition

  • Barron’s®ranking of Top 100 Independent Financial Advisors, 2009-2018
  • Financial Times 400 Top Financial Advisers, 2015, 2017, 2018, 2019 & 2020
  • Forbes Best-in-State Wealth Advisors, 2018 - 2022
  • Barron’s Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021 & 2022
  • Forbes Top 250 Wealth Advisors, 2019, 2020 & 2021
  • Barron's Hall of Fame Advisor, 2022
  • Papadoyannis & Associates, Barron’s Top 100 Private Wealth Management Teams, 2021 & 2022
  • Ameriprise Chairman's Advisory Council, 2000-2021

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.