What began as a teller position in college, has developed into nearly 2 decades of dedication to helping others pursue their financial goals and dreams. Greg doesn’t consider his clients a business relationship, but rather a friendship. His comforting easy-going nature aims to make his clients feel comfortable discussing deeply personal issues relating to their finances, goals, & lives. These deep financial friendships continue to grow stronger over the years as the ups & downs of life and careers intersect with his client’s financial plan and future. An individual’s financial situation is uniquely personal, and the relationship Greg creates with his clients works in symmetry with their goals, so they can be more confident with their financial plan and the steps required to work towards those goals.
Greg joined Sequoia Wealth Advisors & LPL Financial in 2020 and offers clients a range of services including; retirement planning, investment management, insurance planning, college planning, employee equity compensation, and portfolio analysis & diversification strategies