Greg started his financial career in 1986. He genuinely cares about his client’s best interests. He prides himself in educating them to fulfill their financial goals, both personally and professionally, by delivering honest guidance and overall experience throughout their planning process. His practice has always been, and continues to be focused on working collaboratively with clients in the areas of:
- Investment advisory services
- Wealth management programs
- Insurance and estate planning
Greg’s leadership experience and industry knowledge guides his team in developing innovative and customized solutions to assist individuals, families, and business owners. He strives to help them overcome obstacles that prevent them from achieving their financial goals.
Greg attended The Ohio State University where he studied Marketing and Finance. In his spare time, he enjoys playing golf. Greg and his wife Stephanie have been married since 1995 and are proud parents of three sons and grandparents to three grandchildren.
