Greg has over 20 years of experience in wealth, estate, and charitable planning for individuals, business owners, and multi-million-dollar net worth clients. Greg also has a strong knowledge of insurance and securities, which brings balanced product knowledge into his clients’ plans and portfolios. He is familiar with many specialized financial tools and structures, and how they integrate to meet each client’s goals. Before opening his own practice, he worked at firms specializing in advising high net worth individuals and business owners, which provided him with extensive knowledge of creating and implementing comprehensive financial plans. Greg takes pride in being detailed and thorough with clients as they develop their financial plans.

In his free time, Greg enjoys spending time with his wife Kim and their son, Alex. He also enjoys golfing, playing soccer, attending baseball games with family and friends, and being a baseball father. Greg also devotes his time to Pacific Coast chapter and Southern California/Nevada Chapters of the National Multiple Sclerosis Society through annual fundraising and helping organize events. He has participated in several 50-mile MS Challenge Walk since 2008 and was a member of the organizing committee for the 2012 Challenge Walk.

Greg earned his Bachelor’s Degree in Sociology from the University of California, San Diego, in 1994. After graduation, Greg joined the Metropolitan Life Insurance Company, followed by Principal Financial Group, as an agent and Registered Representative, and expanded his knowledge of insurance and financial planning. Greg has been conferred the title of Life Underwriters Training Council Fellow (LUTCF). He has also received his designation as a Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and
Chartered Advisor of Philanthropy™ (CAP®).