With more than 30 years of serving as a Financial Advisor in Ocala, Greg has the accumulated knowledge and perspective to help you with your financial goals. Greg understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Greg will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Greg endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Greg designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Greg puts it into action and will review its performance for opportunities to adapt to life changes and new goals.
Greg was born and raised in Ocala. He married his high school sweetheart Susan, and together they raised four children. Away from the office, Greg enjoys spending time with his kids and their three spouses, granddaughter Lucie, and cruising around the world with Susan and family.