Greg is passionate about helping others and loves to see them achieve success in all of their endeavors. As a financial professional, his aim is to make clients' lives easier through organization, strategic planning and problem-solving. Greg strives to be a dependable partner, working diligently on our clients' behalf to fulfill their goals, life pursuits and dreams. In 1984, Greg graduated from the University of Puget Sound with a degree in accounting and a minor in economics. He started his career in financial services with E.F. Hutton in 1986. Greg joined Marshall & Sullivan in 1994 as a member of the Investment Committee. While working at Marshall & Sullivan, he received his Chartered Fi