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Specializing in consultative planning for multi-generational families, Greg takes great pleasure in making wealth management results tangible for clients. More than 30 years working in the industry has provided Greg some remarkable experiences – including helping a family transfer their wealth to their kids and grandkids and being invited to their weddings, a golf game and family meals.
Establishing and fostering relationships with his clients and then extending those relationships to the next generation is Greg’s favorite part about his job. He is inspired by the opportunity to witness how his clients impact the lives of others.
Greg and his wife of 29 years are most proud to have raised 5 children and recently achieved an empty nest.
Getting to witness and help multi-generational families over the years is really quite fascinating to me.