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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments

Education

  • Bachelor of Arts, Economics, Sonoma State University, Rohnert Park, CA
  • Bachelor of Science, Business Administration, Sonoma State University, Rohnert Park, CA

Awards & recognition

  • Papadoyannis & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Papadoyannis & Associates, Forbes Top Wealth Management Teams: High Net Worth, 2022
  • Papadoyannis & Associates, Barron’s Top 100 Private Wealth Management Teams, 2022

Previous experience

  • Morgan Stanley, Associate Financial Advisor, Santa Rosa, CA, 2020-2021
  • Ameriprise Financial Services, LLC, Paraplanner, Santa Rosa, CA, 2006-2020