Greg has been serving clients as an independent financial advisor since 2004, specializing in helping small business owners and individuals plan for and protect their financial futures. As a Certified Wealth Strategist (CWS) and Certified Wealth Preservation Planner (CWPP), Greg brings over 20 years of experience and a deep understanding of the unique financial needs of business owners, executives, and individuals looking to secure their financial legacy.
Greg’s approach is focused on comprehensive wealth management, helping clients with everything from retirement planning and investment strategies to risk management and legacy planning. He combines expert financial knowledge with personalized, client-centered strategies that help individuals and business owners protect their assets, minimize taxes, and plan for long-term financial success.
Whether advising a small business owner on retirement planning or helping an individual protect their family’s wealth, Greg is committed to delivering sound, strategic advice that puts clients in control of their financial futures.
Greg earned his B.A. in Business Administration from Florida Tech, where he played NCAA Division II Baseball. He currently resides in South Carolina with his wife and two children.