Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only)
English
A self-proclaimed “frugal person,” Gregory has always been passionate about numbers, math, and fiscal responsibility. While other kids were spending their pocket money on penny candy, he chose instead to deposit his funds into his piggy bank. In the 9th grade, a stockbroker came and spoke to Greg’s class and he instantly knew that’s what he wanted to become one day.
Greg would go on to earn his Bachelor of Science in Finance from Penn State University. In his senior year, he was introduced to career opportunities in Financial Planning and he dove right in. In 2010, Greg would go on to earn the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.
Greg prides himself on making an impact on the lives of his clients and helping them to achieve their financial goals. He feels that life is hard enough, without having to bear the burden of financial stress and anxiety. Greg wants his clients to enjoy all that life has to offer, knowing that they’ve created a solid financial foundation.
As an intergenerational family planner, Greg’s mission is to ensure all members of the family have a financial strategy in place. His practice takes an inclusive approach through building relationships with his clients’ children, siblings, parents and other familiar stakeholders, while also coordinating the efforts of trusted centers of influence such as estate attorneys and accountants.
Greg and his family are led by their strong Catholic faith and are active members in their parish, St. Thomas More. On the weekends, you can find them out and about at a sporting event, the beach or maybe an amusement park.
CRN202708-6984102
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