Greg is the co-founder and co-owner of ClearTrack Financial Advisors and has over 40 years of experience in the financial services industry. He specializes in the development of personalized, risk-appropriate portfolios and comprehensive financial planning that includes tax planning, employee benefits and retirement planning, estate planning, investment management and insurance planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, Greg has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Greg is dedicated to helping his clients work toward their financial goals by guiding them through the investment planning process set forth by the Certified Financial Planner Board of Standards. Before joining Raymond James in January 2016, Greg served as a Managing Director, Investments with Wells Fargo Advisors and its many predecessor firms.
Greg has spent his entire career serving people in Sheboygan and the surrounding communities. He has been active in serving community and charitable organizations such as the Sheboygan Jaycees, Maywood Environmental Park, Big Brothers/Big Sisters, the Sheboygan County Chamber of Commerce, the John Michael Kohler Arts Center, the Sheboygan Rotary Club, RCS Empowers, Sheboygan County United Way, the Sheboygan Economic Club, Sheboygan County Board and Meals on Wheels.
Greg is a licensed pilot and wine enthusiast who enjoys golf and bird hunting. He and his wife, Lisa, have two children, Alec and Lauren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.