Greg has been helping clients achieve their ideal financial outcomes upon entering the business in 2000. Due to his successes early in his career with a national financial planning firm, he was chosen to serve as a District Manager where he trained and supported novice advisors while helping to enhance the business of more experienced advisors. He now helps lead the firm’s mission of personalized advice and a client-first, fiduciary approach. Greg’s passion is rooted in financial education. He currently provides over 60 hours of classroom instruction annually at local colleges teaching the Retirement Planning Today® course. Greg graduated from the Uni