Registered Client Associate
Financial Advisor, Chartered Financial Consultant
Series 1, 7, 24, 63
Insurance licenses: Accident & Health, Life Insurance, Variable Life and Variable Annuities
Greg grew up in Stillwater where he still resides with his wife of over 38 years, Kathy. They have four married sons, Nick (Amanda), Chris (Kendra), Nate (Kaylee), and Dillon (Chelsea). Greg has spent over 40 years helping people achieve their dreams through goal-based financial planning and investment management. He enjoys staying active playing racquetball and golf along with motorcycling. He is currently a volunteer board member with two non-profits: Cure Ministries - providing weekly meals and a food shelf, and the Morelia Home for Children in Mexico.
Favorite Thought: Serving others is a blessing that cannot be measured.
Team Member Since 1988
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