Greg is Wealth Strategies’ Director of Advanced Planning, and has been providing financial services to the business community and professionals since 1984. His full service financial planning includes:
- Business Succession and Estate Planning Strategies
- 401(k) and other group benefit review and implementation
- Diversified investment strategies
- Life insurance portfolio review and recommendations
- Disability and Long-term Care Protection
Designations and Degrees:
- Certified Financial Planner ™
- Retirement Income Certified Professional ®
- Registered Employee Benefit Consultant®
- Chartered Life Underwriter®
- Chartered Financial Consultant®
- Colgate University, Bachelor’s Degree
- Vanderbilt University, Master’s Degree
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance Lic. 0L57346 exp. 02/28/2021