Your Dedicated Karampatsos & Associates Team
Prior to starting our financial advisory, we spent years running restaurants that fed our community. And for the past 20 years, we’ve served up strategic financial advice. We are driven to find ways to make your financial life better. It starts with taking the time to learn about you and your priorities. Then we provide you with a handpicked selection of tax and financial planning options, while keeping you nourished with information and education.
Doris Karampatsos
Owner, CFP®
Doris has more than 20 years experience as a financial advisor. She and her family have lived in Williamstown for decades. During that time she has also owned and operated fine dining restaurants. Which likely explains her devotion to always providing the best service.
Doris’ clients include business owners, professionals, educators, executives, and retirees. Her business philosophy is quite simple – treat every client as if they’re family.
Doris is the proud mother of 5 adult children, and an even prouder grandmother (yia-yia) of 3. She loves to travel and is an impassioned foodie. As if that weren’t enough, she is also the Secretary of the Williamstown Finance Committee.
Chris Karampatsos
Investment Associate
A lifelong resident of Williamstown, Chris has more than 5 years experience in the finance industry and a degree in economics from UMass Amherst. His clients include business owners, professionals, educators, executives, and retirees. His business philosophy is much like that of his mother – treat every client as if they’re family.
Chris is the father of 2, co-owner of a local sandwich shop with his wife Jen, and Treasurer of WilliNet.org, the Williamstown community TV station.
Jacob Phillips
Office Manager
Jake is a 25+ year resident of Williamstown. He joins our team with over 12 years of banking experience from local financial institutions. During this time he has built great relationships with both business and personal customers.
Jake resides in Williamstown and is currently the treasurer of the Williamstown Chamber of Commerce. He was also the recipient of the 2020 Berkshire County 40 Under 40 award.
2020 Berkshire County 40 Under 40, created by Berkshire Community College. This award is based on career path, commitment to the community, outside recognition and overall nomination and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the staff member. Click here for more information.
Extended Team
We are proud to partner with Commonwealth Financial Network®. For over 40 years, Commonwealth Financial Network has helped independent advisors like us offer superior Financial Management service to our clients by providing technology, tools, and guidance so we can focus on your financial goals. Visit these links to learn more about our support teams that help us provide you with five-star service.
Service with a smile.
Get help with financial management for all your life experiences, both big and small. Whether it’s funding your retirement plan, educational plan, or tooth fairy plan, we’re here to help.
