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.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CMFA® Certified Military Financial Advisor®
  • Series 7 Licensed
  • Series 66 Licensed
  • Series 9/10 Licensed
  • MMI/Morningstar Sustainable Investing Certificate
  • Certified Military Financial Advisor

Education

  • Bachelor of Business Administration at Texas A&M University, 2000

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008
  • Ameriprise Client Experience Award, 2020

Community participation

We are foster parents for Marin Humane.

Interests

  • Spending time with my wife (Dimitra), son (Zealand) and daughters (Kazarina and Lilietta)
  • Traveling
  • Running and exercising
  • Playing golf
  • Skiing
  • Mountain Biking
  • Learning chess

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.