With nearly four decades of experience in financial services, Greg has built his career around one core belief: true wealth management starts with a plan. From the very beginning, he’s been passionate about helping individuals and families clarify their goals, design thoughtful strategies, and make confident financial decisions.
Greg takes a planning-first approach — collaborating closely with clients to align their investments with their lives, not the other way around. Known for his long-term relationship focus and his clear, down-to-earth communication style, Greg’s clients value his expertise and his genuine care for their success.
Outside of work, Greg remains an active member of his community, giving back through local causes that matter to him. He is married to Gail, and they have three beautiful daughters that keep them busy away from the office.