CFP®, CIMA®, AIFA®, RMA® — Managing Partner, Chief Compliance Officer
Greg is the firm’s Managing Partner. Greg founded the firm in 2008 after breaking away from the broker dealer world. He oversees all department heads, is in charge of business development, and is the firm’s Chief Compliance Officer. Greg has worked in the financial industry since 1992. He focuses on investment fiduciary practices, wealth management and investment consulting for private clients and institutions.
Greg is a member of the Investment Management Consultants Association (IMCA), the Financial Planning Association (FPA) and the Retirement Income Industry Association (RIIA). He has received the Certified Financial Planner (CFP®), Certified Investment Management (CIMA®), Retirement Management Analyst (RMA®) as well as the Accredited Investment Fiduciary Analyst (AIFA®) certifications. He holds the Series 65 and Insurance licenses.