Greg believes that successful financial planning begins with understanding what matters most to each client. He values building meaningful relationships and helping clients make confident decisions that support their financial goals and personal aspirations.
Greg enjoys partnering with clients to understand their priorities, identify opportunities, and provide guidance through life's important financial decisions. His goal is to give clients confidence that their wealth management, tax, and planning needs are aligned with the future they envision.
In his free time, Greg enjoys training for Ironman races, spending time outdoors, traveling, and spending time with family.
Joined JMG
2017
Certifications
CFP®
Degrees
Bachelor of Business in Economics and International Business - Dominican University
Please visit our Disclosures page for more information about the certification(s) above.