Greg has been helping clients achieve their ideal financial outcomes upon entering the business in 2000. Due to his successes early in his career with a national financial planning firm, he was chosen to serve as a District Manager where he trained and supported novice advisors while helping to enhance the business of more experienced advisors. He now helps lead the firm’s mission of personalized advice and a client-first, fiduciary approach. Greg’s passion is rooted in financial education. He currently provides over 60 hours of classroom instruction annually at local colleges teaching the Retirement Planning Today® course.
Greg graduated from the University of Akron with a Bachelor of Science in Corporate Finance. He holds the FINRA Series 7 and Series 66 registrations. He obtained the Chartered Retirement Planning Counselor (CRPC®) designation in 2006. Greg is also Chief Compliance Officer of the Firm and ensures all regulatory and supervisory requirements are being met to the highest standards.
As a Managing Principal of the Firm, Greg provides leadership and direction to the firm to ensure clients are receiving a world class, client first, boutique experience.
Greg received a full scholarship to play quarterback at the University of Akron and continues to try and maintain his athletic prowess on the fields, courts and golf courses around town. He resides in Concord with his wife, Vanessa, and two young sons, Gavin and Grayson.