Greg serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management and charitable planning. Greg’s approach focuses on a thorough understanding of your circumstances and priorities in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Greg was a Wealth Management Advisor for a major national financial services firm where he worked directly with high net worth individuals and families. He was responsible for having a holistic understanding of his client’s goals and helping to solve for the challenges they faced. With over 20 years of collective experience in national and global financial services companies, Greg possesses a diversified skill set to help serve his clients.
Greg received his Bachelor of Arts degree in Economics from Keene State College. He played lacrosse in college and remains active with the sport as a coach in the Wellesley Youth Lacrosse Program.
He is married with two children and enjoys Contemporary Art, backcountry skiing and precious time with his family.