Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • MPAS™ Master Planner Advanced Studies™

Education

  • Bachelor of Arts,Dominican University, River Forest, IL

Awards & recognition

  • North South Wealth Management, Ameriprise Client Experience Award, 2023
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Ameriprise Circle of Success, 2019 - 2023
  • Five Star Wealth Manager, 2015

Community participation

As a previous board member of the Facing Forward to End Homelessness in Chicago Organization, I like to give back directly to the community and volunteer both time and talents to such a great cause.

I am a member and former Vice President of the Kiwanis of Lakewood Ranch Florida. While Vice President I received the Champion of Children Award for my support in Take Stock in Children which provides scholarships, mentors and hope to the children and families of Manatee County.

I am also a proud supporter of the Manatee Family YMCA, in particular the youth soccer program that my sons participate in and my wife coaches.

Interests

  • I have become a world traveler since getting married to my wife Olga, who is a Greek citizen and now that we have children Alexander and Phillip, we plan to travel the USA as well. We enjoy cooking, family, and outdoor activities.

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.