Greg Klassen

Senior Wealth Advisor

Greg is not your typical Wealth Advisor. He takes a personalized, hands-on approach to his client's investments leveraging his greatest strength – tailored asset selection. This means that Greg works carefully to understand the needs, goals and risk tolerances of his client's, in order to create a customized plan to best fit your specific set of objectives. He considers himself an old school ‘stock picker’ and is constantly researching the markets and learning about new investments that will present good value opportunities for his clients.  Greg enjoys spending time with his three girls, golfing and watching football. Everyone who knows Greg knows that he is a huge Green Bay Packers fan.