Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Ryan Lee

CRPC, AWMA℠

Financial Advisor

Senior Vice President of Papadoyannis & Associates
Learn more about Ryan Lee Visit Ryan Lee's website

George Papadoyannis

MBA, CFP®

Private Wealth Advisor

Learn more about George Papadoyannis Visit George Papadoyannis's website

Natalia Koritskaya

CRPC, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Natalia Koritskaya Visit Natalia Koritskaya's website


Our team

Qiandi (Cindy) Du

Financial Planning Specialist

Danielle Maitra

Client Service Manager,

Financial Planning Specialist

Vivienne Tan

Client Service Manager,

Financial Planning Specialist

John Limnios

Financial Planning Specialist

Anil Ratnani

Financial Planning Analyst