Greg has over 25 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™(CFP®), Certified Private Wealth Advisor and Certified Wealth Strategist. Additionally, he has completed the Series 65 Investment Adviser Representative exam. He is a curious, empathetic, engaged and solutions-oriented financial professional with a passion for putting clients and their families in a better financial situation. He accomplishes this by obtaining a thorough understanding of each client’s needs and preferences and then developing a plan and implementing customized solutions that accomplish these goals. He looks forward to providing expert advice and exceptional service for clients and their families.
Greg resides in Florida where he and his wife enjoy spending time watching their three daughters participate in many different sports.
B.S. in Finance – Eastern Illinois University