Greg works with families to provide financial clarity in their lives. He leads clients through the financial planning process, implementation and execution of investment strategy, and overall guidance. As the son of a doctor, Greg believes that more proactive and intentional actions lead to healthier and more successful outcomes. His goal in planning is to remove noise and complexity, as well as simplify and optimize the richness of the lives of families he serves.
Greg is a Registered Representative with Securities America. Greg received a Bachelor of Arts in Business Administration from Augustana College. Additionally, Greg is a Certified Financial Planning Professional and a member of the CFP Board.
Greg and his wife Carly were both born and raised in Wheaton, IL were they still reside with their three young girls. In his free time, Greg enjoys athletics, outdoor activities, travel, and time with family.